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Capsule CRM + Pardot

Create Pardot prospects from new or updated Capsule CRM opportunities

Effortlessly keep your sales and marketing teams aligned by connecting Capsule CRM and Pardot with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a prospect will be created in Pardot, ensuring your marketing efforts remain targeted and up to date. Streamline your processes for improved collaboration and data consistency between platforms.

Effortlessly keep your sales and marketing teams aligned by connecting Capsule CRM and Pardot with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a prospect will be created in Pardot, ensuring your marketing efforts remain targeted and up to date. Streamline your processes for improved collaboration and data consistency between 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!
    PardotPardot
    Create Prospect

    Triggers when a new Prospect is synced to Pardot.

    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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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pardot logo
pardot logo

About Pardot

Pardot is no-hassle marketing automation that makes sales and marketing teams best friends. Increase marketing accountability, gain greater insight into ROI, and much more.

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