Capsule CRM + Mailshake

Capsule CRM + Mailshake integrations

Add Mailshake recipients from new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities and never miss a chance to engage with potential clients using this time-saving workflow. When a new or updated opportunity arises in Capsule CRM, it will seamlessly add the appropriate recipient by their email address to your Mailshake campaign. This integration ensures a prompt and efficient way of reaching out to your prospects, helping you build and maintain strong business relationships.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Recipient by Email AddressAdds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
ActionWrite

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More things you can do with Capsule CRM and Mailshake

Discover other triggers and actions you can use with Capsule CRM and Mailshake

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Assignee
- Campaign
Trigger
Polling
Try It
- Campaign
- Message Type
Trigger
Polling
Try It
- Campaign
- Reply Type
Trigger
Polling
Try It
- Campaign
  Required
- Email Addresses
  Required
Action
Write
- Campaign
  Required
- Email Addresses
  Required
Action
Write
- Campaign
  Required
- Email Address
  Required
- Pause or Unpause?
  Required
Action
Write
- Campaign
  Required
- Email Address
  Required
- Lead Status
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Campaign
- Exclude Duplicates?
- Match Link
Trigger
Polling
Try It
- Campaign
- Lead Status
Trigger
Polling
Try It
- Campaign
- Exclude Duplicates?
Trigger
Polling
Try It
- Campaign
  Required
- Email Address
  Required
- Full Name
- First Name
- Last Name
- Phone Number
- Facebook URL
- Instagram ID
- LinkedIn URL
- Twitter ID
- Account Name
- Text Replacements
Action
Write
- Campaign
  Required
- CSV File
  Required
- Email Address Column Name
  Required
- Full Name Column Name
- Phone Number Column Name
- Facebook URL Column Name
- Instagram ID Column Name
- LinkedIn URL Column Name
- Twitter ID Column Name
- Account Column Name
Action
Write
- Campaign
  Required
- Pause or Unpause?
  Required
Action
Write
- Email Addresses
  Required
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 moreLearn moreHelpHelp

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About Mailshake

Mailshake is a simple outreach tool that works with any Google account.

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Add Mailshake recipients when new or updated Capsule CRM contacts are detected