
When this happens...
New or Updated Contact
New or Updated Opportunity
New or Updated Project
New or Updated Task
New or Updated Users

Automatically do this!
Unsubscribe Member
Create Custom Field
Create Empty Segment
Delete Subscriber
Search Subscriber
Create/Update Subscriber
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a given action is performed on a Person or Organisation.
Triggers when a given action is performed on an Opportunity.
Triggers when a given action is performed on a Project.
Triggers when a given action is performed on a Task.
Triggers when a given action is performed on a user.
Triggers when a new subscriber is added to a mailing list.
Action is the task that follows automatically within your Capsule CRM integrations.
Creates a new Person or Organisation.
Update an existing opportunity
Get a list of all tasks
Adds a Note to an Entity.
Creates a new Opportunity.
Create a new Project

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To start, connect both your Capsule CRM and Moosend accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in Moosend (or vice versa).
Absolutely. You can customize how Capsule CRM data is recorded in Moosend. This includes choosing which data fields go into which fields of Moosend, setting up custom formats, and filtering out unwanted information.
The data sync between Capsule CRM and Moosend typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Capsule CRM and Moosend. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn MoreMoosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.
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