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Capsule CRM + Ontraport

Manage new or updated Capsule CRM contacts by creating or updating contacts in Ontraport

Effortlessly manage your contacts across Capsule CRM and Ontraport with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, it automatically creates or updates the corresponding contact in Ontraport. Save time and ensure accuracy by keeping your contact information consistent and up-to-date in both systems.

Effortlessly manage your contacts across Capsule CRM and Ontraport with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, it automatically creates or updates the corresponding contact in Ontraport. Save time and ensure accuracy by keeping your contact information consistent and up-to-date in both systems.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    OntraportOntraport
    Create or Update Contact

    Creates or updates a contact in Ontraport.

    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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ontraport logo

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

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