Capsule CRM + Postalytics

Capsule CRM + Postalytics integrations

Send and track postcards and letters in Postalytics for new or updated contacts in Capsule CRM

Stay connected with your Capsule CRM contacts and keep them informed with personalized postcards or letters using this workflow. When a new or updated contact is added in Capsule CRM, this automation instantly sends a custom postcard or letter to your contact using Postalytics. Save time and effort by streamlining your communication with clients, leaving you more opportunities to focus on growing your relationships.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Send and Track a Postcard or LetterSend a postcard or letter with delivery and response tracking.
ActionWrite

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More things you can do with Capsule CRM and Postalytics

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

- 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
- Flow
  Required
- Company
- First Name
  Required
- Last Name
  Required
- Address
  Required
- Address 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone
- Variable Data 1
- Variable Data 2
- Variable Data 3
- Variable Data 4
- Variable Data 5
- Variable Data 6
- Variable Data 7
- Variable Data 8
- Variable Data 9
- Variable Data 10
- Variable Data 11
- Variable Data 12
- Variable Data 13
- Variable Data 14
- Variable Data 15
- Variable Data 16
- Variable Data 17
- Variable Data 18
- Variable Data 19
- Variable Data 20
- Variable Data 21
- Variable Data 22
- Variable Data 23
- Variable Data 24
- Variable Data 25
- Variable Data 26
- Variable Data 27
- Variable Data 28
- Variable Data 29
- Variable Data 30
- Variable Data 31
- Variable Data 32
- Variable Data 33
- Variable Data 34
- Variable Data 35
Action
Write

- 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
- Campaign
  Required
Trigger
Instant
Try It
- Triggered Drip Campaign
  Required
- Company
- First Name
  Required
- Last Name
  Required
- Address
  Required
- Address 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone
Action
Write

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 Postalytics

Postalytics turns direct mail into a digital channel providing tools to build, send and track postcards and letters.

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