Capsule CRM + Iterable

Track Iterable events for new or updated Capsule CRM contacts

Stay on top of your Capsule CRM contacts' activities by automatically tracking events in Iterable. This seamless workflow triggers when a new or updated contact occurs in Capsule CRM, sending the relevant information directly to Iterable to create a track event. With this time-saving automation, your CRM data stays organized and up-to-date, enhancing your marketing and customer engagement efforts.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Track Event
Create a custom event. Iterable API events/track docs
ActionWrite

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Supported triggers and actions

- 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
- 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
- Event NameRequired
- Event ID
- Email
- User ID
- JSON data fields
- Creation date
- Campaign ID
- Template ID
Action
Write
- Email
- User Id
- Item IdRequired
- Item SKU
- Item description
- Item nameRequired
- Item priceRequired
- Quantity of itemRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- 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
- Email
- User ID
- dataFields
- Merge nested objects?
Action
Write
- Email
- User Id
- Campaign ID
- Template ID
- TotalRequired
- Purchase Id
- Item IdRequired
- Item SKU
- Item description
- Item nameRequired
- Item priceRequired
- Quantity of itemRequired
- 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 more