Connect Elastic Email and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Added
Campaign Sent
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Elastic Email and Capsule CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added
Trigger when a new contact added to specified list.
Campaign Sent
Triggers when a campaign is created.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
Do thisActions
Action is the task that follows automatically within your Elastic Email integrations.
Get a Campaign
Get an existing campaign details
Get a Contact
Get a contact details by email.
Get all Contacts
Get all the existing contacts
Create a New Template
Create a new email template.
Get all Templates
Get all existing templates
Unsubscribe a Contact
Update a contact status to unsubscribed.
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Frequently Asked Questions
To start, connect both your Elastic Email and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Elastic Email triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Elastic Email data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Elastic Email and Capsule CRM 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 Elastic Email and Capsule CRM. 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.
About Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn MoreAbout Capsule CRM
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.
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