Capsule CRM + Dotdigital

Capsule CRM + Dotdigital integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send Email CampaignSend a marketing email to a contact.
ActionWrite

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More things you can do with Capsule CRM and Dotdigital

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

- 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
- Campaign
  Required
Trigger
Polling
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
- Suppression Reason
  Required
Trigger
Polling
Try It
- Survey
  Required
Trigger
Polling
Try It
- Match Identifier
  Required
- Email Type
- Optin Type
- List
- Data Fields
Action
Write
- Name
  Required
- Type
  Required
- Visibility
Action
Write
- Segment
  Required
Action
Write
- Campaign Name
  Required
- Email
  Required
- Send Date
Action
Write
- From Address
  Required
- To Address
  Required
- Subject
  Required
- HTML Content
  Required
- Plain Text Content
  Required
- CC Addresses
- BCC Addresses
Action
Write
- Match Identifier
  Required
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
Campaign Activity
Triggers when a campaign has new activity.
Trigger
Polling
Try It
- Campaign
  Required
Trigger
Polling
Try It
Contact Modified
Triggers when a new contact is modified.
Trigger
Polling
Try It
Contact Unsubscribed
Triggers when a contact has unsubscribed.
Trigger
Polling
Try It
- Name
  Required
- Visibility
Action
Write
- Match Identifier
  Required
- Email Type
- Optin Type
- List
- Data Fields
Action
Write
- Match Identifier
  Required
- Program
  Required
Action
Write
- Email Address
  Required
- Resubscribe with resubscription confirmation email
- Preferred Locale
- Redirect URL After Challenge
Action
Write
- Mobile Number
  Required
- Message
  Required
Action
Write
- To
  Required
- Message
  Required
- 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 moreLearn moreHelpHelp

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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.

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Marketing Automation

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