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Capsule CRM + Spotler Mail+

Add or update Capsule CRM contacts and trigger automation in Spotler Mail+

Keep your Capsule CRM contacts in sync with your Spotler Mail+ list with this efficient automation. Whenever you add or update a contact in Capsule CRM, this workflow will ensure the same contact is added or updated in Spotler Mail+ and triggers the relevant automation. Stay organized and maintain seamless communication without any manual work.

Keep your Capsule CRM contacts in sync with your Spotler Mail+ list with this efficient automation. Whenever you add or update a contact in Capsule CRM, this workflow will ensure the same contact is added or updated in Spotler Mail+ and triggers the relevant automation. Stay organized and maintain seamless communication without any manual work.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Spotler Mail+Spotler Mail+
    Add (Or Update) Contact and Trigger Automation

    Add a new contact (or update the contact if it already exists) and trigger an automation 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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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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About Spotler Mail+

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

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