Capsule CRM + e-shot

Capsule CRM + e-shot integrations

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.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Save ContactCreate 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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More things you can do with Capsule CRM and e-shot

Discover other triggers and actions you can use with Capsule CRM and e-shot

- 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
- SubaccountID
  Required
- CampaignID
Trigger
Polling
Try It
- SubaccountID
  Required
- CampaignID
Trigger
Polling
Try It
- SubaccountID
  Required
- ChannelID
  Required
- PreferenceID
  Required
Trigger
Polling
Try It
- SubaccountID
  Required
- ChannelID
  Required
- PreferenceID
  Required
Trigger
Polling
Try It
- ContactID
  Required
Action
Write
- SubaccountID
  Required
- GroupID
  Required
- ContactID
  Required
Action
Write
- SubaccountID
  Required
- ChannelID
  Required
- PreferenceID
  Required
- ContactID
  Required
Action
Write
- SubaccountID
  Required
- ChannelID
  Required
- PreferenceID
  Required
- ContactID
  Required
Action
Write
- SubaccountID
  Required
- Name
  Required
- Description
- Is checked by default
- Is shown in UI
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- SubaccountID
  Required
- Name
  Required
- Description
- Is checked by default
- Is shown in UI
Action
Search or 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
- SubaccountID
  Required
- CampaignID
- BounceType
Trigger
Polling
Try It
Contact Deleted
Triggers when a contact is deleted.
Trigger
Polling
Try It
- Subaccount
  Required
- Group
Trigger
Polling
Try It
- SubaccountID
  Required
- GroupIDs
- CampaignID
Trigger
Polling
Try It
- SubaccountID
  Required
- GroupIDs
Trigger
Polling
Try It
- SubaccountID
  Required
- GroupID
  Required
- ContactID
  Required
Action
Write
- Subaccount
  Required
- Source
  Required
- Email
  Required
- Groups
  Required
Action
Write
- ContactID
Action
Write
- ContactID
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- Subaccount
  Required
- Source
  Required
- Email
  Required
- Groups
  Required
Action
Search or 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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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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