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Capsule CRM + EmailOctopus

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.

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.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    EmailOctopusEmailOctopus
    Add/Update Contact

    Adds a new contact to a list, or optionally updates an existing contact.

    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
    • 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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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emailoctopus logo
emailoctopus logo

About EmailOctopus

A cheaper way to send your email marketing campaigns.

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