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Capsule CRM + Marketo

Add updated Capsule CRM opportunities as leads to Marketo lists

Effortlessly streamline your sales process by connecting Capsule CRM with Marketo using this powerful workflow. Whenever a new or updated opportunity emerges in Capsule CRM, a lead is instantly added to a designated list in Marketo. Boost your marketing effectiveness and save time by seamlessly transferring essential lead information between your CRM and marketing automation platforms.

Effortlessly streamline your sales process by connecting Capsule CRM with Marketo using this powerful workflow. Whenever a new or updated opportunity emerges in Capsule CRM, a lead is instantly added to a designated list in Marketo. Boost your marketing effectiveness and save time by seamlessly transferring essential lead information between your CRM and marketing automation platforms.

  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!
    MarketoMarketo
    Add Lead to List

    Adds a lead to a list.

    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
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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marketo logo

About Marketo

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

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