Capsule CRM + Clearstream

Capsule CRM + Clearstream integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create/Update SubscriberCreates and opts-in a new subscriber, or updates an existing subscriber.
ActionWrite

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More things you can do with Capsule CRM and Clearstream

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

- 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
- Mobile Number
  Required
- Automated Workflow
  Required
- Exclude subscribers who have previously entered this workflow?
  Required
Action
Write
- API Limits
- Mobile Number
  Required
- First Name
- Last Name
- Email Address
- Add To List(s)
- Add Tag(s)
- Update Existing Data?
  Required
- Double Opt-In?
  Required
Action
Write
- Text Body
  Required
- To (Lists)
  Required
- From
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
- Should This Trigger Run When a Keyword Is Used?
  Required
Trigger
Instant
Try It
- Mobile Number
  Required
- Tag
  Required
Action
Write
- Mobile Number
  Required
- List
  Required
Action
Write
- Text Body
  Required
- Link to Image
- To
  Required
- 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.

Learn moreLearn moreHelpHelp

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About Clearstream

Clearstream is a two-way SMS communication tool for churches and non-profits.

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Communication

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

Related Zap Templates

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