Capsule CRM + Elastic Email

Capsule CRM + Elastic Email integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add ContactAdd a new contact to your Elastic Email account with custom fields.
ActionWrite

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More things you can do with Capsule CRM and Elastic Email

Discover other triggers and actions you can use with Capsule CRM and Elastic Email

- 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
- List Name
Trigger
Polling
Try It
- Automation
  Required
Trigger
Polling
Try It
- Campaign
  Required
Trigger
Polling
Try It
- Campaign
  Required
Trigger
Polling
Try It
- List Name
  Required
- Create Empty List
- Allow Unsubscribe
- Track History
- Emails
- Add All Contacts
Action
Write
- List Name
  Required
- Email
  Required
Action
Write
- Subject
  Required
- From Email
  Required
- From Name
- To
  Required
- CC
- BCC
- Reply To
- Reply To Name
- Body Type
- Body
- Template
- Attachments
- Pool Name
Action
Write
- List Name
  Required
Action
Search

- 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
Contact Added
Triggers when a new contact with Active or Engaged status is added to your Elastic Email account.
Trigger
Polling
Try It
Contact Unsubscribed
Triggers when a contact unsubscribes from Emails via campaign links or manual actions.
Trigger
Polling
Try It
- Campaign
Trigger
Polling
Try It
Get User Lists
Triggers when contact lists are fetched from your Elastic Email account.
Trigger
Polling
Try It
- Email
  Required
- First Name
- Last Name
- List Name
- Send Activation
- Activation Return Url
- Custom Fields
Action
Write
- Email to Delete
  Required
- List Name
Action
Write
- Subject
  Required
- From Email
  Required
- From Name
- Reply To
- Reply Name
- List
- Segment
- Preview Text
- Body Type
- Body
- Template
- Attachment
- Pool Name
Action
Write
- Emails
  Required
Action
Write
- Email
  Required
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.

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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.

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