Capsule CRM + Marketo

Create tasks in Capsule CRM for new Marketo leads

Efficiently manage your new leads from Marketo with this seamless workflow that creates tasks in Capsule CRM. When a new lead is added in Marketo, this automation will instantly create a corresponding task in Capsule CRM, ensuring your team can quickly follow up and build better relationships. No more manual entry or missed opportunities – stay organized and on top of your lead engagement.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Task
Creates a new Task.
ActionWrite

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Supported triggers and actions

What does this mean?

- Form
Trigger
Scheduled
Try It
New Program
Triggers when a new program is created.
Trigger
Scheduled
Try It
- ListRequired
- LeadRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
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
- 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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

- List
- Additional Fields
Trigger
Scheduled
Try It
- List
- Additional Fields
Trigger
Scheduled
Try It
- Partition
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search
- 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
- 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

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 Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

Learn more Help

Related categories

Marketing Automation

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Customer Support

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Capsule CRM + Marketo

Create tasks in Capsule CRM for new Marketo leads

New Form Submission

Form

New Program

Add Lead to List

LeadRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Lead

E-Mail AddressRequired

Additional fields to retrieve

Partition

New or Updated Opportunity

ActionRequired

New or Updated Task

ActionRequired

Add Note to Entity

Entity TypeRequired

NoteRequired

Create Opportunity

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Currency

Duration Basis

Owner

Track

Tags

Create Task

DescriptionRequired

Due DateRequired

Detail

Category

Owner

Entity Type

Update Opportunity

Find Project

Search usingRequired

Find Opportunity

Search usingRequired

Find Stage

BoardRequired

NameRequired

Find or Create Opportunity

Search usingRequired

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Currency

Duration Basis

Owner

Track

Tags

New Lead

List

Additional Fields

Updated Lead

List

Additional Fields

Create or Update Lead

Partition

Find Lead

E-Mail AddressRequired

Additional fields to retrieve