Capsule CRM + Drip

Capsule CRM + Drip integrations

Tag Drip subscribers when new or updated opportunities arise in Capsule CRM

Effortlessly keep your Drip subscribers up to date with any changes in their Capsule CRM opportunities. With this workflow, whenever a new or updated opportunity appears in Capsule CRM, a tag will be added to the corresponding subscriber in Drip. This streamlines your marketing processes and ensures you're always targeting the right subscribers with tailored content.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Tag to SubscriberAdds a tag to a subscriber.
ActionWrite

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More things you can do with Capsule CRM and Drip

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

- 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
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account ID
  Required
- Email Address
  Required
- Action
  Required
- Properties
Action
Write
- Account
  Required
- Campaign ID
  Required
- Email
  Required
- Time Zone
- Double Optin
- Starting Email Index
- Tags
- Custom Fields
- Reactivate if Removed
Action
Write
- Account ID
  Required
- Email Address
  Required
- Custom Fields
- Tags
- New Email Address
- Time Zone
- Subscriber Status
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
- Account
  Required
- Tag(s)
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account ID
  Required
- Email Address
  Required
- Tag
  Required
Action
Write
- Account ID
  Required
- Email Address
  Required
- Tag
  Required
Action
Write
- Account
  Required
- Campaign
- Email Address
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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.

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Automate your ecommerce marketing at scale. Drip is your ecommerce marketing engine. Build personalized customer experiences, drive more revenue, and take your marketing strategy to the next level with Drip.

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