Capsule CRM + Dotdigital

Send campaigns to Dotdigital for new or updated opportunities in Capsule CRM

Keep your marketing campaigns up to date with this Capsule CRM and Dotdigital automation. When a new or updated opportunity arises in Capsule CRM, this workflow will trigger a campaign in Dotdigital, ensuring your marketing efforts are aligned with the latest information. Stay on top of your sales leads and convert them more efficiently with this seamless integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send Email Campaign
Send a marketing email to a contact.
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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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
- NameRequired
- Visibility
Action
Write
- NameRequired
- TypeRequired
- Visibility
Action
Write
- SegmentRequired
Action
Write
- Campaign NameRequired
- EmailRequired
- Send Date
Action
Write
- From AddressRequired
- To AddressRequired
- SubjectRequired
- HTML ContentRequired
- Plain Text ContentRequired
- CC Addresses
- BCC Addresses
Action
Write
- Match IdentifierRequired
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
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- SurveyRequired
Trigger
Scheduled
Try It
- Match IdentifierRequired
- Email Type
- Optin Type
- List
- Data Fields
Action
Write
- Match IdentifierRequired
- ProgramRequired
Action
Write
- Email AddressRequired
- Resubscribe with resubscription confirmation email
- Preferred Locale
- Redirect URL After Challenge
Action
Write
- Mobile NumberRequired
- MessageRequired
Action
Write
- ToRequired
- MessageRequired
- From
- Link Shortening
- Allow Unicode Characters
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 more Help

Related categories

CRM (Customer Relationship Management)

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About Dotdigital

Dotdigital is a customer experience and data platform (CXDP) that empowers marketers to create highly personalized cross-channel journeys.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Capsule CRM + Dotdigital

Send campaigns to Dotdigital for new or updated opportunities in Capsule CRM

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Create Address Book

NameRequired

Visibility

Create Contact Data Field

NameRequired

TypeRequired

Visibility

Refresh Segment

SegmentRequired

Send Email Campaign