Cakemail + Capsule CRM

Cakemail + Capsule CRM integrations

Manage new or updated opportunities in Capsule CRM by adding or updating contacts in Cakemail

Keep your Cakemail contacts up-to-date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will add or update the corresponding contact in your Cakemail account. Stay organized and ensure your marketing efforts remain targeted by maintaining an accurate contact list in Cakemail.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add or Update ContactAdd contact to a list or update an existing contact in a list
ActionWrite

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More things you can do with Capsule CRM and Cakemail

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

- 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
New Contact
Triggers when a new Contact is added.
Trigger
Instant
Try It
New Email Click
Triggers when a new Email Click is tracked.
Trigger
Instant
Try It
New List
Triggers when a List is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a Contact is updated.
Trigger
Instant
Try It
- Email
  Required
Action
Write
- 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
Unsubscribed Contact
Triggers when a Contact is unsubscribed.
Trigger
Instant
Try It
New Email Bounce
Triggers when an email bounces.
Trigger
Instant
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New Email Open
Triggers when a new Email Open is tracked.
Trigger
Instant
Try It
New Suppressed Email
Triggers when a new Suppressed Email is added.
Trigger
Instant
Try It
- Email
  Required
- Send double opt-in/confirmation email
  Required
- Tags
- Interests
Action
Write
- Recipient Email
  Required
- Subject
  Required
- Content
  Required
- Tracking Opens
- Track clicks in HTML version
- Track clicks in text version
Action
Write
- Email
  Required
Action
Search

About Cakemail

Cakemail provides all the tools you need to deliver the emails people want. Engage your audience and grow your business with the tools and ongoing support you need to send marketing emails.

HelpHelp

Related categories

Email Newsletters

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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