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Capsule CRM + systeme.io

Create or update systeme.io contacts and grant course access from new or updated Capsule CRM contacts

Effortlessly manage contact updates in Capsule CRM and course access in systeme.io with this efficient workflow. When a new or updated contact is detected in Capsule CRM, this automation will create or update the contact in systeme.io and grant them access to the designated course. Save time and ensure a smooth customer experience by streamlining contact management and course enrollment processes.

Effortlessly manage contact updates in Capsule CRM and course access in systeme.io with this efficient workflow. When a new or updated contact is detected in Capsule CRM, this automation will create or update the contact in systeme.io and grant them access to the designated course. Save time and ensure a smooth customer experience by streamlining contact management and course enrollment processes.

  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!
    systeme.iosysteme.io
    Create or Update a Contact and Grant Access to Course

    Creates or updates a contact and grant access to course

    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
capsulecrm logo
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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systemeio logo
systemeio logo

About systeme.io

Systeme.io allows you to build sales funnels, send emails and automate your entire business.

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