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Capsule CRM + Instantly

Remove leads from campaign in Instantly for new or updated opportunities in Capsule CRM

Keep your marketing efforts focused by seamlessly removing leads from campaigns when opportunities are updated in Capsule CRM. This workflow ensures that your team's energy is directed towards valuable leads while maintaining accurate contact lists in the Instantly app. Save time and effort by streamlining this process with this simple automation.

Keep your marketing efforts focused by seamlessly removing leads from campaigns when opportunities are updated in Capsule CRM. This workflow ensures that your team's energy is directed towards valuable leads while maintaining accurate contact lists in the Instantly app. Save time and effort by streamlining this process with this simple automation.

  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!
    InstantlyInstantly
    Remove Lead From Campaign

    Removes a lead from a campaign

    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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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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About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.

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