Capsule CRM + SmartReach

Capsule CRM + SmartReach integrations

Create SmartReach prospects from new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities and seamlessly create prospects in SmartReach with this workflow. Whenever a new or updated opportunity arises in Capsule CRM, it triggers the automation to generate a prospect in SmartReach, ensuring you don't miss any potential leads. Save time and boost efficiency by letting this integration handle the process for you.

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

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and SmartReach

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

- 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 Campaign Completed for Prospect
Triggers when a campaign is completed for a prospect.
Trigger
Instant
Try It
Email Sent
Triggers when an email is sent to a prospect.
Trigger
Instant
Try It
Updated Prospect Category
Triggers when a prospect's category is updated.
Trigger
Instant
Try It
New Opt Out From Campaign
Triggers when a prospect opts out of a campaign via opt-out link.
Trigger
Instant
Try It
- Email
  Required
- Tags (give comma-separated tags e.g.: tag1,tag2)
  Required
Action
Write
- Domain
  Required
Action
Write
- Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- Email
  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
New Link Click
Triggers when a prospect clicks a link (if click tracking is enabled on the campaign).
Trigger
Instant
Try It
New Invalid Email
Triggers when a prospect's email is found to be invalid.
Trigger
Instant
Try It
New Opened Email
Triggers when a prospect opens an email from a campaign (if open tracking is enabled on the campaign).
Trigger
Instant
Try It
New Reply
Triggers when a new reply is received.
Trigger
Instant
Try It
Create Prospect
Creates a prospect.
Action
Write
Assign Prospect to Campaign
Assigns prospect to a campaign.
Action
Write
- Email
  Required
Action
Write
- Email
  Required
- Tags (give comma-separated tags e.g.: tag1,tag2)
  Required
Action
Write
Update Prospect
Updates an existing prospect based on email address.
Action
Write
- Email
  Required
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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SmartReach

SmartReach.io is a sales automation platform that helps you automate sending cold-emails and follow-ups from your mailbox and running email outreach campaigns with built-in tools.

HelpHelp

Related categories