Capsule CRM + LeadConnector

Add or update Capsule CRM opportunities to LeadConnector campaigns as leads

Keep your sales and marketing efforts in sync with this efficient workflow. When an opportunity is created or updated in Capsule CRM, your lead will be instantly added to a campaign in LeadConnector. Spend less time managing leads and focus on what matters most: closing deals and growing your business.

Keep your sales and marketing efforts in sync with this efficient workflow. When an opportunity is created or updated in Capsule CRM, your lead will be instantly added to a campaign in LeadConnector. Spend less time managing leads and focus on what matters most: closing deals and growing your business.

  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!
    LeadConnectorLeadConnector
    Add Lead to Workflow

    Adds a lead to an existing workflow.

    ActionWrite
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Supported triggers and actions

    • 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
capsulecrm logo
capsulecrm logo

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

Related categories

  • CRM (Customer Relationship Management)

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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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