ActiveTrail + Capsule CRM

Add contacts to ActiveTrail group for new or updated opportunities in Capsule CRM

Keep your ActiveTrail contact groups up-to-date with this seamless workflow that connects Capsule CRM and ActiveTrail. When a new or updated opportunity arises in Capsule CRM, the associated contact will be instantly added to a designated group in ActiveTrail. This automation saves you time and ensures your marketing campaigns stay relevant and targeted.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Contact to Group
Add a new or an existing contact to a specific group (The new contact will be created if not already exists).
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- 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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Trigger
Instant
Try It
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Trigger
Instant
Try It
Contact Updated
Triggers when a contact record in ActiveTrail is updated via the API (status or details).
Trigger
Instant
Try It
- Group NameRequired
Action
Write
- Status
Action
Write
- Group IDRequired
- External IDRequired
- SMS
- City
- External NameRequired
- EmailRequired
Action
Write
- Group IDRequired
- External IDRequired
- External NameRequired
Action
Write
- Message NameRequired
- From NameRequired
- MessageRequired
- Mobile NumberRequired
- Can Unsubscribe?
- Unsubscribe Text
- Send Now?
- Scheduled Date
Action
Write
- Search TermRequired
Action
Search

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Contact Added to Group
Triggers when a contact is added to a group (any group).
Trigger
Instant
Try It
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Trigger
Instant
Try It
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Trigger
Instant
Try It
- Group IDRequired
- External IDRequired
- External NameRequired
Action
Write
- Group NameRequired
- Contact EmailRequired
Action
Write
- External IDRequired
- External NameRequired
Action
Write
- Customer IDRequired
- External IDRequired
- External NameRequired
Action
Write
Send SMS (External ID)
Send SMS messages in account with External ID
Action
Write
- External IDRequired
- External NameRequired
Action
Write
- Search Group NameRequired
Action
Search

About ActiveTrail

ActiveTrail is a marketing automation platform designed to help you maintain active relationships with customers, prospects, and user communities.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more

Related categories

CRM (Customer Relationship Management)

ActiveTrail + Capsule CRM

Add contacts to ActiveTrail group for new or updated opportunities in Capsule CRM

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Contact Added via Landing Page

Contact Removed From Group

Contact Updated

Add Contact to Group

Create/Update Contact

Import Customer (External ID)

Remove Contact From a Group (External ID)

Send SMS Message

Find Contact

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Contact Added to Group

Contact Added via Signup Form

Contact Unsubscribed

Add a Contact to a Group (External ID)

Remove Contact From Group

Find Contact (External ID)

Create External Identifier

Send SMS (External ID)

Update Contact (External ID)

Find Group

About ActiveTrail

Related categories

Similar apps

Zapier Interfaces

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces