Capsule CRM + Simplero

Capsule CRM + Simplero integrations

Create new Capsule CRM contacts from new Simplero subscriptions

Boost your productivity with this streamlined workflow. When a new subscription occurs in Simplero, information is immediately sent to Capsule CRM creating a new contact. This seamless integration ensures every subscriber in Simplero is updated in your CRM, enhancing your ability to manage and nurture relationships. Cut down on manual data entry and focus on what matters most – growing your business.

When this happens...
New SubscriptionTriggered when someone subscribes to a list.
TriggerInstant
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with Simplero and Capsule CRM

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

Delete Purchase
Fired when a purchase expires, is canceled, or is refunded.
Trigger
Instant
Try It
- Which List
  Required
Trigger
Instant
Try It
- Which Tag
  Required
Trigger
Instant
Try It
- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
- Name
- Override Existing Value?
- Note
- Affiliate ref
Action
Write

- Tag
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Contact Name
  Required
- Email Address
  Required
- IP Address
- Tags
- Track
- Affiliate ID or Ref
- Auto Responses Start At
- GDPR Consent
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- UTM Adgroup
- UTM Keyword
Action
Write

- 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

New Purchase
Will be fired whenever a new purchase is made in Simplero.
Trigger
Instant
Try It
- Which Tag
  Required
Trigger
Instant
Try It
- Which List
  Required
Trigger
Instant
Try It
- Email
  Required
- Point type
  Required
- Amount
  Required
- Note
Action
Write
- Product
  Required
- First Name(s)
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Automation
  Required
- Contact
- Contact Email
Action
Write
- Simplero List
  Required
- Customer
  Required
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

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 Simplero

Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.

Learn moreLearn moreHelpHelp

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Create Simplero purchases for new or updated Capsule CRM opportunities

Create or update Simplero contacts from new or updated contacts in Capsule CRM