Capsule CRM + MDirector

Capsule CRM + MDirector integrations

Create/update MDirector contacts from new or updated Capsule CRM opportunities

Stay on top of new and updated opportunities in Capsule CRM by effortlessly managing your contacts in MDirector. This workflow automatically creates or updates contacts in the MDirector app whenever there's an opportunity change in Capsule CRM. Save time and eliminate the need for manual data entry, ensuring your marketing efforts are focused on the right leads.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create/Update ContactCreates a new contact, or updates an existing contact.
ActionWrite

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More things you can do with Capsule CRM and MDirector

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

- 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
- List
- Tag
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List Id
  Required
- Contact Id
  Required
- Tag name
  Required
Action
Write
- Contact list
- Email
- Mobile
- Name
- Surname
- Second surname
- Birthday
- Sex
- Reference
- Country
- Province
- City
- Postal code
- Allow unsubscription
- Send notifications
- Tags
Action
Write
- Email
  Required
- Movil
- Reason
  Required
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
- List
- Tag
Trigger
Instant
Try It
- List
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
- Links
  Required
Trigger
Instant
Try It
- Landing Page
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List
Trigger
Instant
Try It
- List name
Action
Write
- List Id
  Required
- Contact Id
  Required
- Tag name
  Required
Action
Write
- Email contact
  Required
- Contact List
  Required
Action
Search

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.

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About MDirector

MDirector is an Email Marketing and text messaging platform that incorporates a Landing Page builder and Real Time Bidding (RTB) in the same tool.

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