Capsule CRM + Clearstream

Manage new or updated Capsule CRM opportunities by creating or updating Clearstream subscribers

Effortlessly keep your Clearstream subscriber list updated with this Capsule CRM and Clearstream integration. When a new or updated opportunity arises in Capsule CRM, this workflow will create or update a subscriber in Clearstream accordingly, ensuring your marketing communications are always up-to-date. Boost your efficiency and stay connected with your leads without manual data entry.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create/Update Subscriber
Creates and opts-in a new subscriber, or updates an existing subscriber.
ActionWrite

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Supported triggers and actions

- 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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Mobile NumberRequired
- Automated WorkflowRequired
- Exclude subscribers who have previously entered this workflow?Required
Action
Write
- API Limits
- Mobile NumberRequired
- First Name
- Last Name
- Email Address
- Add To List(s)
- Add Tag(s)
- Update Existing Data?Required
- Double Opt-In?Required
Action
Write
- Text BodyRequired
- To (Lists)Required
- From
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Should This Trigger Run When a Keyword Is Used?Required
Trigger
Instant
Try It
- Mobile NumberRequired
- TagRequired
Action
Write
- Mobile NumberRequired
- ListRequired
Action
Write
- Text BodyRequired
- Link to Image
- ToRequired
- From
Action
Write

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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