Capsule CRM + Elastic Email

Add contacts in Elastic Email for new or updated opportunities in Capsule CRM

Efficiently manage your sales leads and expand your network with this automation workflow. When a new or updated opportunity occurs in Capsule CRM, a contact is added in Elastic Email. This ensures that you have a continuously growing and updated contact list, allowing you to focus on converting opportunities into clients.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
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Add Contact
Add a new contact to your Elastic Email account with custom fields.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- 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
- List Name
Trigger
Polling
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- AutomationRequired
Trigger
Polling
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- CampaignRequired
Trigger
Polling
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- CampaignRequired
Trigger
Polling
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- List NameRequired
- Create Empty List
- Allow Unsubscribe
- Track History
- Emails
- Add All Contacts
Action
Write
- List NameRequired
- EmailRequired
Action
Write
- EmailsRequired
Action
Write
- EmailRequired
Action
Search

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Contact Added
Triggers when a new contact with Active or Engaged status is added to your Elastic Email account.
Trigger
Polling
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Contact Unsubscribed
Triggers when a contact unsubscribes from Emails via campaign links or manual actions.
Trigger
Polling
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- LinkRequired
Trigger
Polling
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Get User Lists
Triggers when contact lists are fetched from your Elastic Email account.
Trigger
Polling
Try It
- EmailRequired
- First Name
- Last Name
- List Name
- Send Activation
- Activation Return Url
- Custom Fields
Action
Write
- Email to DeleteRequired
- List Name
Action
Write
- SubjectRequired
- From EmailRequired
- From Name
- Reply To
- Reply Name
- List
- Segment
- Preview Text
- Body Type
- Body
- Template
- Attachment
- Pool Name
Action
Write
- List NameRequired
Action
Search

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

Related categories

CRM (Customer Relationship Management)

Similar apps

About Elastic Email

Elastic Email is an all-in-one email delivery platform. Offering an SMTP Relay, robust HTTP API, and a User Interface that has a complete suite of tools and features for managing contacts, templates, campaigns, and reports. Specializing in delivering transactional and marketing email for businesses of any size.

Capsule CRM + Elastic Email

Add contacts in Elastic Email for new or updated opportunities in Capsule CRM

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Contact Added to List

Contact Triggered Automation

Link Clicked

Specific Link Clicked

Create List

Delete Contact From List

Unsubscribe Contact

Find Contact

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Contact Added

Contact Unsubscribed

Email Opened

Get User Lists

Add Contact

Delete Contact

Send Campaign

Find Contacts in List

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Elastic Email

Related categories