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Capsule CRM + LeadConnector

Halt LeadConnector campaigns for new or updated Capsule CRM opportunities

Keep your sales process efficient by automatically pausing all campaigns for a lead when an opportunity is created or updated in Capsule CRM. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, it instantly stops all campaigns for the associated lead in LeadConnector, ensuring your team focuses on the most relevant tasks and preventing unnecessary communication with the lead. Stay organized and optimize your sales efforts with this seamless automation.

Keep your sales process efficient by automatically pausing all campaigns for a lead when an opportunity is created or updated in Capsule CRM. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, it instantly stops all campaigns for the associated lead in LeadConnector, ensuring your team focuses on the most relevant tasks and preventing unnecessary communication with the lead. Stay organized and optimize your sales efforts with this seamless automation.

  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
    Stop All Campaign's for Lead

    Stops all campaign for a lead.

    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
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About LeadConnector

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

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