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Capsule CRM + OptinMonster

Create tasks in Capsule CRM for new OptinMonster leads

Effortlessly manage your new OptinMonster leads by creating tasks in Capsule CRM with this seamless workflow. Once set up, every time a new lead is captured in OptinMonster, a corresponding task will be created in Capsule CRM, ensuring you stay on top of nurturing potential clients and never miss an opportunity. Save time and streamline your lead management process with this powerful integration.

Effortlessly manage your new OptinMonster leads by creating tasks in Capsule CRM with this seamless workflow. Once set up, every time a new lead is captured in OptinMonster, a corresponding task will be created in Capsule CRM, ensuring you stay on top of nurturing potential clients and never miss an opportunity. Save time and streamline your lead management process with this powerful integration.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • 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
capsulecrm logo
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.
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Related categories

  • CRM (Customer Relationship Management)

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optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

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