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Capsule CRM + Spotler Mail+

Add or update Spotler Mail+ contacts and trigger campaigns for new or updated Capsule CRM opportunities

Effortlessly manage your Capsule CRM opportunities and keep your Spotler Mail+ contacts up-to-date with this streamlined workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will add or update the associated contact in Spotler Mail+ and trigger a campaign. Stay organized and effectively engage your leads with this seamless integration.

Effortlessly manage your Capsule CRM opportunities and keep your Spotler Mail+ contacts up-to-date with this streamlined workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will add or update the associated contact in Spotler Mail+ and trigger a campaign. Stay organized and effectively engage your leads with this seamless integration.

  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!
    Spotler Mail+Spotler Mail+
    Add (Or Update) Contact and Trigger Campaign

    Add a new contact (or update the contact if it already exists) and trigger a campaign for this contact.

    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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spotler logo

About Spotler Mail+

Spotler Mail+ develops and delivers software for professional email marketing automation.

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