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Capsule CRM + EngageBay Marketing

Create EngageBay Marketing contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts in sync with your EngageBay Marketing campaigns by automating this process. Whenever a new or updated contact is added to Capsule CRM, the workflow will create or update a corresponding contact in EngageBay Marketing. This way, you can save time and ensure seamless communication with your customers across multiple platforms.

Keep your Capsule CRM contacts in sync with your EngageBay Marketing campaigns by automating this process. Whenever a new or updated contact is added to Capsule CRM, the workflow will create or update a corresponding contact in EngageBay Marketing. This way, you can save time and ensure seamless communication with your customers across multiple platforms.

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

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    EngageBay MarketingEngageBay Marketing
    Create Contact

    Creates a new 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
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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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engagebay-marketing logo
engagebay-marketing logo

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

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