Capsule CRM + iContact

Create iContact contacts from new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM and iContact contact lists up-to-date with this streamlined automation. Whenever a new or updated contact is added to your Capsule CRM, this workflow will automatically create a matching contact in your iContact account. Stay organized and save time by ensuring your contacts are consistent across both platforms.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact in your account.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- ListRequired
Trigger
Polling
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Contact Unsubscribed
Triggers when a contact unsubscribes.
Trigger
Instant
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New List
Triggers when a new list is created.
Trigger
Polling
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New Message
Triggers on a new message.
Trigger
Polling
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Create Contact
Creates a new contact in your account.
Action
Write
- ContactRequired
- ListRequired
Action
Write
Update Contact
Updates a contact.
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Sender Property
Triggers when a new sender property is created.
Trigger
Polling
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Contact Subscribed
Triggers when a contact subscribes.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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New Contact
Triggers when a contact is created.
Trigger
Instant
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- Sender Property NameRequired
- Description
- From NameRequired
- From Email AddressRequired
- Forward to friendRequired
- Subscription ManagmentRequired
- Click Track ModeRequired
- Archive By DefaultRequired
- Use Account AddressRequired
Action
Write
- Sender PropertyRequired
- Message TypeRequired
- Message Body (HTML)Required
- ListRequired
- Message Send Delay
- Message SubjectRequired
Action
Write
- ContactRequired
- ListRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search

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 more