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Capsule CRM + Instiller

Trigger Instiller workflows for new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts updated and streamline your email marketing with this simple automation. Whenever you create or update a contact in Capsule CRM, this workflow will trigger a specific workflow in Instiller, ensuring your email campaigns are always accurate and up-to-date. Spend less time on manual updates and focus more on growing your business.

Effortlessly keep your Capsule CRM contacts updated and streamline your email marketing with this simple automation. Whenever you create or update a contact in Capsule CRM, this workflow will trigger a specific workflow in Instiller, ensuring your email campaigns are always accurate and up-to-date. Spend less time on manual updates and focus more on growing your business.

  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!
    InstillerInstiller
    Trigger Workflow

    Triggers a Workflow for a single User.

    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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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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instiller logo

About Instiller

Instiller makes it easy to create and send beautifully designed email campaigns that display perfectly on both mobile and desktop.

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