Capsule CRM + Mailchimp

Add notes to Mailchimp subscribers for new or updated opportunities in Capsule CRM

Keep track of your Capsule CRM opportunities with ease by adding notes to Mailchimp subscribers automatically. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, a note will be added to the corresponding Mailchimp subscriber, ensuring you stay organized and informed about each opportunity's progress. Enhance your CRM experience and stay on top of opportunities with this seamless integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Note to Subscriber
Adds a new note to an existing subscriber.
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
- 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
- Audience
- Trigger on every open from a subscriber?
Trigger
Scheduled
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Scheduled
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- AudienceRequired
Trigger
Instant
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Template
- Email Content (HTML)
Action
Write
- AudienceRequired
- Email AddressRequired
- Custom Event NameRequired
- Properties
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- Delete Member
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- NameRequired
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search
- NameRequired
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Template
- Email Content (HTML)
Action
Search or write
- SearchRequired
- Audience
- AudienceRequired
- Subscriber EmailRequired
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or 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
- Audience
- Status
Trigger
Scheduled
Try It
- Audience
- LinkRequired
- Trigger on every click from a subscriber?
Trigger
Scheduled
Try It
- StoreRequired
Trigger
Scheduled
Try It
- Store
Trigger
Scheduled
Try It
- AudienceRequired
- Segment or TagRequired
Trigger
Scheduled
Try It
- AudienceRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Tag nameRequired
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- NoteRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- StoreRequired
- Email AddressRequired
Action
Search
- SearchRequired
- Audience
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search or 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

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About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Learn more Help

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Capsule CRM + Mailchimp

Add notes to Mailchimp subscribers for new or updated opportunities 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

Email Opened

Audience

Trigger on every open from a subscriber?

New Audience

New Subscriber

AudienceRequired

Note About Samples

New Unsubscriber

AudienceRequired

New or Updated Subscriber