Capsule CRM + EmailOctopus

Capsule CRM + EmailOctopus integrations

Manage new or updated opportunities in Capsule CRM by adding or updating contacts in EmailOctopus

Stay on top of your Capsule CRM opportunities and seamlessly manage your EmailOctopus contacts with this handy workflow. When you get a new or updated opportunity in Capsule CRM, this automation will either add a new contact or update an existing one in EmailOctopus. Keep your sales and marketing efforts well-coordinated without extra manual work.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add/Update ContactAdds a new contact to a list or updates an existing contact.
ActionWrite

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More things you can do with Capsule CRM and EmailOctopus

Discover other triggers and actions you can use with Capsule CRM and EmailOctopus

- 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
- Campaign
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
- Email Address
  Required
- Tags
  Required
Action
Write
- List
  Required
- Current Email Address
  Required
- New Email Address
  Required
Action
Write
- List
  Required
- Email Address
  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
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
- Email Address
  Required
- Tags
  Required
Action
Write
- List
  Required
- Email Address
  Required
Action
Write
- List
  Required
- Email Address
  Required
- Resubscribe
- Tags
Action
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.

Learn moreLearn moreHelpHelp

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About EmailOctopus

EmailOctopus is a simple to use email marketing platform that helps you grow your audience, send beautiful emails and automate messages effortlessly.

Learn moreLearn moreHelpHelp

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Email Newsletters

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Related Zap Templates

Manage new or updated Capsule CRM contacts by adding or updating them in EmailOctopus

Related Zap Templates

Manage new or updated Capsule CRM contacts by adding or updating them in EmailOctopus