Capsule CRM + Sarbacane Engage

Capsule CRM + Sarbacane Engage integrations

Create Engage contacts from new or updated Capsule CRM opportunities

Stay on top of new or updated opportunities in Capsule CRM by effortlessly creating contacts in Engage. This automation workflow ensures that whenever an opportunity is added or modified in Capsule CRM, a corresponding contact is created in Engage - helping you streamline your sales process and manage your leads more efficiently.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ContactCreate a new contact.
ActionWrite

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More things you can do with Capsule CRM and Sarbacane Engage

Discover other triggers and actions you can use with Capsule CRM and Sarbacane Engage

- 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
- List
Trigger
Instant
Try It
Note Created
Triggers when a note is created by a user.
Trigger
Instant
Try It
Contact Stage
Triggers when the stage of a contact is updated.
Trigger
Instant
Try It
- Sequence Id
Trigger
Instant
Try It
- Reason
  Required
- Email or Domain
  Required
Action
Write
- Name
  Required
Action
Write
- Sequence Id
- Contact Id
  Required
Action
Write
- Sequence Id
- Contact
  Required
Action
Write
- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- id
  Required
- Email
- Status
Action
Write
- Email domain
- Company Name (if domain is unknown)
- First Name
  Required
- Last Name
  Required
Action
Search

- 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
Contact Click
Triggers when a contact clicks a link in an email.
Trigger
Instant
Try It
- Positive
- Negative
- Do not contact
- Out of Office
- Wrong contact
- Anti spam
- Bounce
- Unknown
Trigger
Instant
Try It
Contact Open
Triggers when a contact opens an email.
Trigger
Instant
Try It
Contact State
Triggers when the state of a contact in a sequence is updated.
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed by a user.
Trigger
Instant
Try It
- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- Email
  Required
- List
- Owner id
Action
Write
- Sequence Id
- Contact Id
  Required
- Sender id
  Required
Action
Write
- Sequence Id
- Contact Id
  Required
Action
Write
- Contact
  Required
- Hard Unsubscribe
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- List
- Owner id
Action
Search or 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.

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About Sarbacane Engage

Sarbacane Engage is a sales engagement software that helps you reach your contacts with intelligent and automated multichannel sequences.

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