Capsule CRM + SmartReach

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 Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Prospect
Creates a prospect.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
New Campaign Completed for Prospect
Triggers when a campaign is completed for a prospect.
Trigger
Instant
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Email Sent
Triggers when an email is sent to a prospect.
Trigger
Instant
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Updated Prospect Category
Triggers when a prospect's category is updated.
Trigger
Instant
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New Opt Out From Campaign
Triggers when a prospect opts out of a campaign via opt-out link.
Trigger
Instant
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- EmailRequired
- Tags (give comma-separated tags e.g.: tag1,tag2)Required
Action
Write
- DomainRequired
Action
Write
- EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- EmailRequired
Action
Search

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- 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
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New Invalid Email
Triggers when a prospect's email is found to be invalid.
Trigger
Instant
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New Opened Email
Triggers when a prospect opens an email from a campaign (if open tracking is enabled on the campaign).
Trigger
Instant
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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
- EmailRequired
Action
Write
- EmailRequired
- Tags (give comma-separated tags e.g.: tag1,tag2)Required
Action
Write
Update Prospect
Updates an existing prospect based on email address.
Action
Write
- EmailRequired
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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

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.

Capsule CRM + SmartReach

Create SmartReach prospects from new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Contact

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

New Campaign Completed for Prospect

Email Sent

Updated Prospect Category

New Opt Out From Campaign

Add Tags to Prospect

Add Domain to "Do Not Contact" List

Mark Prospect as Completed

Unassign Prospect From Campaign

Find a Prospect

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Opportunity

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Link Click

New Invalid Email

New Opened Email

New Reply

Create Prospect

Assign Prospect to Campaign

Add Email to "Do Not Contact" List

Remove Tags From Prospect

Update Prospect

Find or Create Prospect

About Capsule CRM

Related categories

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Streak

Insightly

About SmartReach

Related categories