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Capsule CRM + Facebook Offline Conversions

Send offline events to Facebook Offline Conversions for new or updated opportunities in Capsule CRM

Effortlessly track your Capsule CRM opportunities with this seamless integration. When new or updated opportunities arise in Capsule CRM, this workflow will send an offline event to the Facebook Offline Conversions app, ensuring you stay informed and on top of your customer interactions. Optimize your sales strategy without the hassle of manual updates and stay ahead in your marketing efforts.

Effortlessly track your Capsule CRM opportunities with this seamless integration. When new or updated opportunities arise in Capsule CRM, this workflow will send an offline event to the Facebook Offline Conversions app, ensuring you stay informed and on top of your customer interactions. Optimize your sales strategy without the hassle of manual updates and stay ahead in your marketing efforts.

  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!
    Facebook Offline ConversionsFacebook Offline Conversions
    Send Offline Event

    Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Facebook campaigns to offline activity and business impact.

    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
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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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facebook-offline-conversions logo
facebook-offline-conversions logo

About Facebook Offline Conversions

With offline conversion measurement on Facebook, you can track when events occur in your physical retail store and other offline channels (ex: email marketing and CRM apps) after people see or engage with your Facebook ad. .

Related categories