Capsule CRM + CleverReach

Add or update CleverReach subscribers from new or updated Capsule CRM opportunities

Effortlessly manage your Capsule CRM opportunities and CleverReach subscribers with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, this automation adds or updates the corresponding subscriber in CleverReach. Simplify your CRM process, save time on manual data entry, and keep your mailing list up-to-date without breaking a sweat.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add/Update SubscriberAdds a new subscriber in a selected list. Can be used to update an existing subscriber too.
ActionWrite

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More things you can do with Capsule CRM and CleverReach

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

- 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
- Link
- Campaign
  Required
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- List
  Required
- Email
  Required
- Double Opt-In
- Form
- Source of Data
- Salutation
- Title
- First Name
- Last Name
- Street Address
- Zip Code
- City
- Country
- State/Province
- Birthday
- Phone/Mobile
- Shop
- Customer Number
- Newsletter Subscription
- Language
- Activate Recipients
- Tags Separator
- Tags
- Remove previous tags
  Required
Action
Write
- Email
  Required
Action
Search

- 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
- State
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- List
  Required
- Email
  Required
- Order ID
  Required
- Product Name
  Required
- Product ID
- Product Price
- Quantity
- Currency
- Date of Order
- Source of Purchase
Action
Write
- List
  Required
- Email
  Required
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 CleverReach

CleverReach is an email marketing solution that lets you easily create newsletters online and send them to your customers.

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