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Cakemail + Capsule CRM

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.

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.

  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!
    CakemailCakemail
    Add or Update Contact

    Add contact to a list or update an existing contact in a list

    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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
cakemail logo

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.

Related categories

  • Email Newsletters
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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