Capsule CRM + Mailshake

Add new or updated contacts from Capsule CRM as email recipients in Mailshake

Keep your Capsule CRM contacts in sync with your Mailshake campaigns by setting up this automation. With this workflow, whenever a new or updated contact is added in Capsule CRM, they will be automatically added as a recipient by their email address in Mailshake. This saves you time and ensures that your contacts are consistently engaged with through your email 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!
Add Recipient by Email Address
Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
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
- Assignee
- Campaign
Trigger
Polling
Try It
- Campaign
- Message Type
Trigger
Polling
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- Campaign
- Reply Type
Trigger
Polling
Try It
- CampaignRequired
- Email AddressesRequired
Action
Write
- CampaignRequired
- Email AddressesRequired
Action
Write
- CampaignRequired
- Email AddressRequired
- Pause or Unpause?Required
Action
Write
- CampaignRequired
- Email AddressRequired
- Lead Status
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
- Campaign
- Exclude Duplicates?
- Match Link
Trigger
Polling
Try It
- Campaign
- Lead Status
Trigger
Polling
Try It
- Campaign
- Exclude Duplicates?
Trigger
Polling
Try It
- CampaignRequired
- Email AddressRequired
- Full Name
- First Name
- Last Name
- Phone Number
- Facebook URL
- Instagram ID
- LinkedIn URL
- Twitter ID
- Account Name
- Text Replacements
Action
Write
- CampaignRequired
- CSV FileRequired
- Email Address Column NameRequired
- Full Name Column Name
- Phone Number Column Name
- Facebook URL Column Name
- Instagram ID Column Name
- LinkedIn URL Column Name
- Twitter ID Column Name
- Account Column Name
Action
Write
- CampaignRequired
- Pause or Unpause?Required
Action
Write
- Email AddressesRequired
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.

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