Capsule CRM + Flodesk

Create or update Flodesk subscribers from new or updated Capsule CRM opportunities

Effortlessly maintain your subscriber list in Flodesk up-to-date with this automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will create or update the corresponding subscriber in Flodesk. Say goodbye to manual entry and keep your focus on building fruitful relationships with your contacts.

Effortlessly maintain your subscriber list in Flodesk up-to-date with this automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will create or update the corresponding subscriber in Flodesk. Say goodbye to manual entry and keep your focus on building fruitful relationships with your contacts.

  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!
    FlodeskFlodesk
    Create/Update Subscriber

    Creates a new subscriber or updates an existing one.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • 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
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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 more

Related categories

  • CRM (Customer Relationship Management)

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About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.
Learn more

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