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Capsule CRM + Sarbacane

Add or update Capsule CRM opportunities and create Sarbacane subscribers in real-time

Stay on top of your Capsule CRM opportunities with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, a subscriber is automatically added to your Sarbacane list. This integration streamlines your sales process and ensures your marketing efforts are always up-to-date and relevant.

Stay on top of your Capsule CRM opportunities with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, a subscriber is automatically added to your Sarbacane list. This integration streamlines your sales process and ensures your marketing efforts are always up-to-date and relevant.

  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!
    SarbacaneSarbacane
    Add Subscriber

    Adds a new subscriber.

    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
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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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sarbacane logo

About Sarbacane

Sarbacane is a solution for managing, creating and sending email and SMS campaigns, as well as setting up intelligent, automated marketing workflows.

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