Capsule CRM + Omnisend

Capsule CRM + Omnisend integrations

Create Omnisend subscribers from new or updated Capsule CRM contacts

Keep your marketing communication consistent and effective with this automation that links Capsule CRM and Omnisend. Whenever there's a new or updated contact in your Capsule CRM, it automatically creates a new subscriber in Omnisend. This workflow ensures all your contacts are consistently registered as subscribers, enabling you to streamline your email marketing process and maintain a constantly updated subscriber base.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create SubscriberCreates or updates a subscriber with all provided values, i.e. name, phone number, tag, etc. Use tag to be able to add subscribers to segment in Omnisend.
ActionWrite

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More things you can do with Capsule CRM and Omnisend

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

- 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
Updated Contacts
Triggers when a contact is is last updated or created.
Trigger
Polling
Try It
- Campaign ID
  Required
Action
Write
- Event Name
  Required
- Event Time
- Event Version
- Event properties - basic
- Event Properties - advanced (JSON)
- Contact Email
- Contact Phone
- Contact ID
- Contact Email Subscription Status
- Contact Email Subscription Date
- Contact SMS Subscription Status
- Contact SMS Subscription Date
- Contact First Name
- Contact Last Name
- Contact Birthdate
- Contact Address
- Contact City
- Contact ZIP (postal) Code
- Contact State
- Contact Country
- Contact Country Code
- Contact Tags
- Contact Custom Properties
Action
Write
- Campaign ID
  Required
Action
Write
- Image ID
  Required
Action
Write
- Image ID
  Required
Action
Write
- Template ID
  Required
Action
Write
- Campaign ID
  Required
- Campaign Name
- Language
- Email Subject
- Sender Name
- Preheader Text
- Sender Email
- Reply-To Email
- Included Segments
- Excluded Segments
- Sending Strategy
- Scheduled Send Time
- Timezone Optimization
Action
Write
- Campaign ID
  Required
Action
Search
- Template ID
  Required
Action
Search
- Name Contains
- Sort By
- Sort Order
- Max Results
  Required
Action
Search
- Max Results
- Sort By
- Sort Order
- Next Page Cursor
Action
Search

- 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
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
- Campaign ID
  Required
Action
Write
- Campaign Name
  Required
- Language
  Required
- Template ID
  Required
- Email Subject
  Required
- Sender Name
  Required
- Preheader Text
- Sender Email
- Reply-To Email
- Included Segments
- Excluded Segments
- Sending Strategy
- Scheduled Send Time
- Timezone Optimization
Action
Write
- Email
- Phone Number
- Status
- Status Date
- Tags
- First Name
- Last Name
- Contact Creation Date
- Country
- Country Code
- State
- Address
- City
- Postal or Zip Code
- Gender
- Birthdate
- Opt-In Date
- Opt-In IP
- Custom Properties
- Send Welcome Email
Action
Write
- Template ID
  Required
Action
Write
- Segment ID
  Required
Action
Write
- HTML Content
  Required
- Template Name
  Required
Action
Write
- Campaign ID
  Required
Action
Write
- Image URL
  Required
- Image Name
Action
Write
- Name Contains
- Status
- Channel
- Sort By
- Sort Order
- Max Results
- Created After
- Created Before
- Updated After
- Updated Before
- Next Page Cursor
Action
Search
- Name Contains
- Sort By
- Sort Order
- Max Results
- Next Page Cursor
Action
Search
- Segment ID
  Required
Action
Search
- Segment ID
  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.

Learn moreLearn moreHelpHelp

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About Omnisend

Omnisend is a marketing automation platform built for growing ecommerce businesses that have graduated their basic email marketing tools.

Learn moreLearn moreHelpHelp

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Marketing Automation

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Create Omnisend subscribers from new or updated Capsule CRM opportunities

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Create Omnisend subscribers from new or updated Capsule CRM opportunities