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Capsule CRM + e-shot

Save new or updated Capsule CRM contacts to e-shot contacts

Effortlessly keep your Capsule CRM and e-shot contact lists up-to-date with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, it will automatically save the contact information in your e-shot account. This way, you can save time on manual data entry and focus on growing your business relationships.

Effortlessly keep your Capsule CRM and e-shot contact lists up-to-date with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, it will automatically save the contact information in your e-shot account. This way, you can save time on manual data entry and focus on growing your business relationships.

  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!
    e-shote-shot
    Save Contact

    Create a new contact or update an existing one. We work this out based on whether the specified details match a contact in your e-shot™ account.

    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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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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e-shot logo
e-shot logo

About e-shot

e-shot™ is an intuitive marketing automation platform offering intelligent automation & a team that cares. We help your email marketing deliver beyond the click.

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