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Capsule CRM + Delivra

Create or update Delivra contacts with new or updated Capsule CRM contacts

Easily maintain an organized contact list across your Capsule CRM and Delivra apps with this seamless workflow. When a new or updated contact is added to Capsule CRM, it will automatically create or update the corresponding contact in Delivra, ensuring that your marketing campaigns always reach the right audience. Stay connected with your clients and prospects effortlessly while keeping your databases up to date.

Easily maintain an organized contact list across your Capsule CRM and Delivra apps with this seamless workflow. When a new or updated contact is added to Capsule CRM, it will automatically create or update the corresponding contact in Delivra, ensuring that your marketing campaigns always reach the right audience. Stay connected with your clients and prospects effortlessly while keeping your databases up to date.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    DelivraDelivra
    Create/Update Contact

    Creates a new contact or updates an existing contact based on email address. Can be used to send a Welcome or Confirm Opt-In email.

    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
capsulecrm logo
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

Related categories

  • CRM (Customer Relationship Management)

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delivra logo
delivra logo

About Delivra

Delivra is a robust multi-channel marketing automation platform used to keep your prospects informed through their customer journey. With intuitive data management and easy personalization tools, we make it easy to acquire, manage, and nurture leads through that other crucial period – after they’re your customer!

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