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Capsule CRM + Mailshake

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.

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.

  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!
    MailshakeMailshake
    Add Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

    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

    • 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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mailshake logo
mailshake logo

About Mailshake

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

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