Capsule CRM + Postal Agent

Send postcards with PostalAgent when new contacts are created in Capsule CRM

Looking for an easy way to give new contacts a warm welcome they won't forget? When someone is added to Capsule CRM, PostalAgent automatically sends a personalized postcard. This integration is a seamless way to make a strong first impression and nurture relationships from the start.

Looking for an easy way to give new contacts a warm welcome they won't forget? When someone is added to Capsule CRM, PostalAgent automatically sends a personalized postcard. This integration is a seamless way to make a strong first impression and nurture relationships from the start.

  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!
    Postal AgentPostal Agent
    Send a Postcard

    Sends a postcard to the specified address

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • 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 more

Related categories

  • CRM (Customer Relationship Management)

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postal-agent logo
postal-agent logo

About Postal Agent

Postal Agent is a service that prints and mails postcards for you. Automate direct mail campaigns by connecting your CRM, forms, or any app.

Related categories

  • Marketing Automation