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Act-On + Capsule CRM

Add new or updated contacts in Capsule CRM to Act-On contact lists

Keep your marketing efforts streamlined by connecting Capsule CRM and Act-On in a seamless workflow. This automation ensures that when a new or updated contact is added to Capsule CRM, they're automatically added to a specific list in Act-On. Stay organized and never miss an opportunity to engage with your contacts, while increasing efficiency in your marketing process.

Keep your marketing efforts streamlined by connecting Capsule CRM and Act-On in a seamless workflow. This automation ensures that when a new or updated contact is added to Capsule CRM, they're automatically added to a specific list in Act-On. Stay organized and never miss an opportunity to engage with your contacts, while increasing efficiency in your marketing process.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Act-OnAct-On
    Add Contact to List

    Adds a contact to a specific list.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
act-on logo
act-on logo

About Act-On

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.
Learn moreHelp

Related categories

  • Marketing Automation

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capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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