Capsule CRM + KlickTipp

Tag KlickTipp contacts when new or updated opportunities arise in Capsule CRM

Effortlessly keep your Capsule CRM opportunities and KlickTipp contacts up-to-date with this seamless workflow. When a new or updated opportunity is detected in Capsule CRM, this automation will search for the matching contact and add a tag in KlickTipp. This way, you can easily categorize your contacts based on their sales opportunities, streamline your processes, and better engage with your customers.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Tag Contact
Adds one or multiple tags to a contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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
Contact Opened Email
Triggers when an email is opened by a contact.
Trigger
Instant
Try It
Contact Viewed Email in Web Browser
Triggers when a contact clicks on the 'view in web browser' link in an email.
Trigger
Instant
Try It
SMS Sent to Contact
Triggers when an SMS is sent to a contact.
Trigger
Instant
Try It
- Email AddressRequired
- Subscription Process
- Tag
- SMS Number
Action
Write
- Email AddressRequired
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
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Contact Loaded Conversion Pixel
Triggers when a contact loads a conversion pixel on your website.
Trigger
Instant
Try It
Email Sent to Contact
Triggers when an email is sent to a contact.
Trigger
Instant
Try It
Contact Clicked on Link
Triggers when a contact clicks on a specific link.
Trigger
Instant
Try It
Tag Added to Contact
Triggers when a tag gets added to a contact for the first time.
Trigger
Instant
Try It
- Email AddressRequired
- TagRequired
Action
Write
- Email AddressRequired
- TagRequired
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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Highrise

CRM (Customer Relationship Management)

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

About KlickTipp

KlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Capsule CRM + KlickTipp

Tag KlickTipp contacts when new or updated opportunities arise in Capsule CRM

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Contact Opened Email

Contact Viewed Email in Web Browser

SMS Sent to Contact

Add Contact

Email AddressRequired

Subscription Process

Tag

SMS Number

Unsubscribe Contact

Email AddressRequired