BayEngage + Capsule CRM

Subscribe new or updated Capsule CRM opportunities to BayEngage subscribers

Stay on top of your Capsule CRM opportunities and enhance your email marketing efforts with this automated workflow. When a new or updated opportunity occurs in Capsule CRM, the contact will be subscribed to a BayEngage email list. Save time and increase customer engagement by seamlessly integrating your CRM and email marketing platforms.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Email Subscribed
Triggers when a customer Subscribes.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Email Unsubscribed
Triggers when a customer Unsubscribes.
Trigger
Instant
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- EmailRequired
Action
Write
- PhoneRequired
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Email Subscribed
Triggers when a customer Subscribes.
Trigger
Instant
Try It
- EmailRequired
- First Name
- Last Name
- Address
- Apartment
- City
- Postal / ZIP code
- Country
- Region
- List Id
- Phone Number
Action
Write
- EmailRequired
Action
Write

About BayEngage

BayEngage is a customer engagement platform that helps businesses of all sizes and types scale and automate their marketing efforts.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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)

BayEngage + Capsule CRM

Subscribe new or updated Capsule CRM opportunities to BayEngage subscribers

Supported triggers and actions

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

Email Unsubscribed

Email Search

Phone Search

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

Email Subscribed

Email Subscribed

Email UnSubscribed

About BayEngage

Related categories

Similar apps

Zapier Interfaces

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces