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Capsule CRM + Pulseem

Create or update Pulseem clients from new or updated Capsule CRM contacts

Keep your CRM and marketing tools in sync with this Capsule CRM and Pulseem integration. Whenever you add or update a contact in Capsule CRM, this workflow will create or update the same client information in Pulseem. Stay organized and up-to-date, ensuring a seamless connection between your customer relationship management and marketing efforts.

Keep your CRM and marketing tools in sync with this Capsule CRM and Pulseem integration. Whenever you add or update a contact in Capsule CRM, this workflow will create or update the same client information in Pulseem. Stay organized and up-to-date, ensuring a seamless connection between your customer relationship management and marketing efforts.

  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!
    PulseemPulseem
    Pulseem Interface - Create/Update Client

    Create or update a client in a specific group.

    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
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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pulseem logo
pulseem logo

About Pulseem

Pulseem is a marketing platform that helps you automate your marketing processes. It allows you to send Email, SMS, MMS, Push Notifications and create stunning Landing Pages.

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