Autoklose + Capsule CRM

Autoklose + Capsule CRM integrations

Add new or updated Capsule CRM opportunities to Autoklose as campaign recipients

Stay organized and boost your sales efforts by seamlessly adding new or updated Capsule CRM opportunities to your Autoklose marketing campaigns. With this automation, whenever an opportunity is created or updated in Capsule CRM, they will be added as a recipient in your selected Autoklose campaign. This ensures your sales team is always targeting the right prospects and keeping communication lines open for better engagement.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Campaign RecipientAdds a campaign recipient.
ActionWrite

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More things you can do with Capsule CRM and Autoklose

Discover other triggers and actions you can use with Capsule CRM and Autoklose

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Exclude Duplicates
- Campaign
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- Exclude Duplicates
- Campaign
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- Email
  Required
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Campaign
Trigger
Instant
Try It
- Exclude Duplicates
- Campaign
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- Campaign
  Required
Action
Write
- Email
  Required
- Campaign
Action
Write

About Autoklose

Autoklose is a sales platform that automates email followup and outreach to boost your team’s productivity and performance.

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Related categories

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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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