Capsule CRM + Facebook Conversions

Capsule CRM + Facebook Conversions integrations

Send funnel events in Facebook Conversions when new or updated projects occur in Capsule CRM

This workflow leaps into action when there's a new or updated project in your Capsule CRM. As a result, it facilitates the sending of funnel events in your Facebook Conversions, allowing you to track customer behavior effectively. This automatic process not only eliminates manual data entry but also provides valuable insights for tailoring your marketing strategies. Experience a seamless interaction between Capsule CRM and Facebook Conversions, saving you time and enhancing your marketing agility.

When this happens...
New or Updated ProjectTriggers when a given action is performed on a Project.
TriggerInstant
automatically do this!
Send Funnel EventPublish lead updates from your funnel.
ActionWrite

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More things you can do with Capsule CRM and Facebook Conversions

Discover other triggers and actions you can use with Capsule CRM and Facebook Conversions

- 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
Send Lead Event
Publish lead events to Conversions API
Action
Write
Send Purchase Event
Publish purchase events to Conversions API
Action
Write

- 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
Send Funnel Event
Publish lead updates from your funnel.
Action
Write
Send Other Event
Publish other events to Conversions API
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.

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About Facebook Conversions

Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.

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Related categories

Ads & Conversion

Facebook

Related Zap Templates

Track new or updated Capsule CRM opportunities by sending lead events to Facebook Conversions