Campaigner + Capsule CRM

Assign new or updated Capsule CRM contacts to Campaigner workflows

Easily manage your contacts and marketing campaigns with this efficient automation. Whenever a new or updated contact is detected in Capsule CRM, they will be instantly assigned to a specific workflow in Campaigner. This streamlined process not only saves you time but also ensures that your contacts are always receiving the most relevant information in your marketing campaigns.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Assign Contact to Workflow
Adds contacts to workflow. Make sure that contacts are already in Campaigner.
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
- list_nameRequired
- list_description
Action
Write
- EmailRequired
- First Name
- Last Name
- List Name
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
- Email AddressRequired
- First Name
- Last Name
Action
Write
- Purchase Date
- Order Number
- Email AddressRequired
- Total Amount
- Product Name
- SKU
- Quantity
- Status
- Unit Price
- Second Product Name
- Second Product SKU
- Second Product Quantity
- Second Product Unit Price
- Second Product Status
- Third Product Name
- Third Product SKU
- Third Product Quantity
- Third Product Unit Price
- Third Product Status
Action
Write
- Email AddressRequired
- WorkflowRequired
Action
Write

About Campaigner

Campaigner is a powerful multi-channel marketing platform that has robust features to deliver email and SMS campaigns that help you drive sales.

Related categories

Marketing

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)

Campaigner + Capsule CRM

Assign new or updated Capsule CRM contacts to Campaigner workflows

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

New List

Upload Contacts

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

Create New Contact

Add New Purchase

Assign Contact to Workflow

About Campaigner

Related categories

About Capsule CRM

Related categories

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Zapier Interfaces