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Capsule CRM + MailerSend

Send template-based emails with MailerSend for new or updated Capsule CRM contacts

Effortlessly keep your contacts engaged by sending personalized emails when their information is updated in Capsule CRM. With this workflow, whenever a new or updated contact is detected in Capsule CRM, an email based on your chosen template will be sent using MailerSend, ensuring your clients receive timely communication without you having to manually manage the process. Stay connected and maintain valuable relationships with this seamless automation.

Effortlessly keep your contacts engaged by sending personalized emails when their information is updated in Capsule CRM. With this workflow, whenever a new or updated contact is detected in Capsule CRM, an email based on your chosen template will be sent using MailerSend, ensuring your clients receive timely communication without you having to manually manage the process. Stay connected and maintain valuable relationships with this seamless automation.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    MailerSendMailerSend
    Send a Template-Based Email

    Send an email based on a template via your MailerSend account.

    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
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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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mailersend logo

About MailerSend

MailerSend is a powerful transactional email system built for developers but designed so non-tech teams can contribute without coding.

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