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AdRoll + Capsule CRM

Add newly updated Capsule CRM opportunities to AdRoll crm audience for efficient email management

Effortlessly maintain up-to-date Capsule CRM opportunities within your AdRoll CRM audience using this workflow. When an opportunity is added or updated in Capsule CRM, this automation promptly adds the relevant email to your CRM audience in AdRoll. Streamline your marketing endeavors and ensure the right prospects are targeted at the perfect moment with this seamless connection.

Effortlessly maintain up-to-date Capsule CRM opportunities within your AdRoll CRM audience using this workflow. When an opportunity is added or updated in Capsule CRM, this automation promptly adds the relevant email to your CRM audience in AdRoll. Streamline your marketing endeavors and ensure the right prospects are targeted at the perfect moment with this seamless connection.

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

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    AdRollAdRoll
    Add Email to CRM Audience

    Adds an email address to a CRM audience

    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
adroll logo
adroll logo

About AdRoll

AdRoll helps you advertise to potential customers (website visitors or email addresses) and make them come to your site and convert!
Learn moreHelp

Related categories

  • Ads & Conversion
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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