Capsule CRM + Iterable

Capsule CRM + Iterable integrations

Track and update Iterable events for new or updated Capsule CRM opportunities

Keep track of your Capsule CRM opportunities effortlessly with this streamlined workflow. Whenever a new or updated opportunity arises in Capsule CRM, an event will be logged in your Iterable account, ensuring you stay informed and up-to-date. This automation not only saves time but also improves communication between your CRM and marketing efforts.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Track EventCreate a custom event. Iterable API events/track docs
ActionWrite

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More things you can do with Capsule CRM and Iterable

Discover other triggers and actions you can use with Capsule CRM and Iterable

- 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
- Event Name
  Required
- Event ID
- Email
- User ID
- JSON data fields
- Creation date
- Campaign ID
- Template ID
Action
Write
- Email
- User Id
- Item Id
  Required
- Item SKU
- Item description
- Item name
  Required
- Item price
  Required
- Quantity of item
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
- Email
- User ID
- dataFields
- Merge nested objects?
Action
Write
- Email
- User Id
- Campaign ID
- Template ID
- Total
  Required
- Purchase Id
- Item Id
  Required
- Item SKU
- Item description
- Item name
  Required
- Item price
  Required
- Quantity of item
  Required
- Data fields
Action
Write
- Email
- User ID
- dataFields
- Merge nested objects?
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.

Learn moreLearn moreHelpHelp

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About Iterable

Iterable is the growth marketing platform that empowers you to deliver completely seamless, personalized customer experiences.

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Track Iterable events for new or updated Capsule CRM contacts

Related Zap Templates

Track Iterable events for new or updated Capsule CRM contacts