Capsule CRM + Pulseem

Create or update Pulseem clients from new or updated Capsule CRM contacts

Keep your CRM and marketing tools in sync with this Capsule CRM and Pulseem integration. Whenever you add or update a contact in Capsule CRM, this workflow will create or update the same client information in Pulseem. Stay organized and up-to-date, ensuring a seamless connection between your customer relationship management and marketing efforts.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Pulseem Interface - Create/Update Client
Create or update a client in a specific group.
ActionWrite

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Supported triggers and actions

- 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
- 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 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

- 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
- emails
- Change Email Status
- Phones
- Change Phone Status
Action
Write
- Group IDRequired
- Email
- First Name
- Last Name
- Telephone
- Cellphone
- Address
- City
- State
- Country
- Zip
- Birthday
- Reminder Date
- Company
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Field 13
- Need Option
- Optin Type
- overwrite
- OverwriteOption
Action
Write
- send Id
- Start Date Time
- End Date Time
- External Ref
Action
Write
- Send Id
- start Date Time
- End Date Time
- Reference
Action
Write
- send IDRequired
- is Async
- send Time
- From EmailRequired
- from NameRequired
- language Code
- subjectRequired
- htmlRequired
- to EmailsRequired
- to NamesRequired
- external Ref
- attchment Url
Action
Write
- Send IdRequired
- Call Back URL
- From NumberRequired
- To Number ListRequired
- Text MessageRequired
- Media URL
- Send Time
Action
Write
- Cell phone And Email List
- New Status
- Email Or Cellphone
Action
Write

- 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
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
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
- Group IdRequired
Trigger
Polling
Try It
- Group IDRequired
- Email
- First Name
- Last Name
- Telephone
- Cellphone
- Address
- City
- State
- Country
- ZIP
- Birth Date
- Reminder Date
- Company
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Field 13
- Need Optin
- Overwrite
- Overwrite Option
- Optin Type
- Product ID
- Product Category Name
- Image URL
- Name
- Description
- Quantity
- Price
- Code
- href Url
- Event Type
- Event Source
Action
Write
- Emails
- phones
Action
Write
- Search Text
- start Date Time
- End Date Time
Action
Write
- Send IdRequired
- StartDateTimeRequired
- EndDateTimeRequired
- Template Id
- type
- Is Pagination
- Page No
- Page Size
Action
Write
- send IdRequired
- is Async
- CBK Url
- from NumberRequired
- to Number ListRequired
- reference ListRequired
- text List
- sendTime
- is Automatic Unsubscribe Link
Action
Write
- Send IdRequired
- TemplateRequired
- From NumberRequired
- To Number ListRequired
- Send Time
- callbackUrl
Action
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)

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About Pulseem

Pulseem is a marketing platform that helps you automate your marketing processes. It allows you to send Email, SMS, MMS, Push Notifications and create stunning Landing Pages.

Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Capsule CRM + Pulseem

Create or update Pulseem clients from new or updated Capsule CRM contacts

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Change Direct Client Status

Pulseem Interface - Create/Update Client

Get Direct Email Report

Get Direct SMS Report

Send Email Direct

Send WhatsApp Chat

Pulseem Interface- Set Client Status

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Recipient Created

Pulseem Interface - Create/Update Client + Product(s)

Get Direct Client Status

Get Incoming SMS Report

Get WhatsApp Report

Send SMS Direct

Send Template WhatsApp Message

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Pulseem

Related categories

Similar apps

Zapier Interfaces