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Autoklose + Capsule CRM

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.

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.

  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!
    AutokloseAutoklose
    Add Campaign Recipient

    Adds a campaign recipient.

    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
autoklose logo
autoklose logo

About Autoklose

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

Related categories

  • Email
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.
Learn moreHelp

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