BayEngage + Capsule CRM

BayEngage + Capsule CRM integrations

Subscribe new or updated Capsule CRM opportunities to BayEngage subscribers

Stay on top of your Capsule CRM opportunities and enhance your email marketing efforts with this automated workflow. When a new or updated opportunity occurs in Capsule CRM, the contact will be subscribed to a BayEngage email list. Save time and increase customer engagement by seamlessly integrating your CRM and email marketing platforms.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Email SubscribedTriggers when a customer Subscribes.
ActionWrite

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More things you can do with Capsule CRM and BayEngage

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

- 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
Email Unsubscribed
Triggers when a customer Unsubscribes.
Trigger
Instant
Try It
- Email
  Required
Action
Write
- Phone
  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
Email Subscribed
Triggers when a customer Subscribes.
Trigger
Instant
Try It
- Email
  Required
- First Name
- Last Name
- Address
- Apartment
- City
- Postal / ZIP code
- Country
- Region
- List Id
- Phone Number
Action
Write
- Email
  Required
Action
Write

About BayEngage

BayEngage is a customer engagement platform that helps businesses of all sizes and types scale and automate their marketing efforts.

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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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CRM (Customer Relationship Management)

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