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
automatically do this!
Add Contact
Add/ Update a contact and adds it optionally to one of your lists.
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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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 NameRequired
Trigger
Scheduled
Try It
- List NameRequired
- Allow Unsubscribe
Action
Write
- SubjectRequired
- FromRequired
- From Name
- Reply To
- Reply To Name
- ToRequired
- Cc
- Bcc
- Body Type
- Body
- Template
- Attachment
Action
Write
- List NameRequired
Action
Search

- 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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- 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
Campaign Sent
Triggers when new campaign is sent.
Trigger
Scheduled
Try It
- EmailRequired
- List Name
- Public List Id
- First Name
- Last Name
- Custom Fields
- Send Activation
- Activation Return Url
Action
Write
- Email To DeleteRequired
- List Name
Action
Write
- Email To UnsubscribeRequired
Action
Write
- Email Address To FindRequired
- Add To Contacts If Not FoundRequired
- List Name
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 Help

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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.

Learn more

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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

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Contact Added

List NameRequired

Create List

List NameRequired

Allow Unsubscribe

Send Email

SubjectRequired

FromRequired

From Name