Connect EmailOctopus and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Unsubscribes
New Contact
Updated Contact
Email Bounced
Email Clicked
Email Opened
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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Unsubscribes
Triggers when a contact unsubscribes
New Contact
Triggers when a new contact is created
Updated Contact
Triggers when a new contact is updated
Email Bounced
Triggers when an email to a recipient bounces.
Email Clicked
Triggers when a recipient clicks a link in an email.
Email Opened
Triggers when recipient opens an email
Do thisActions
Action is the task that follows automatically within your EmailOctopus integrations.
Get Campaign Summary
Returns details of Campaign Summary.
Get a Contact
Returns a Contact in a List.
Get All Tags
Returns all Tags in a List.
Get All Contacts
Returns all Contacts in a List.
Get a List
Returns a List by ID.
Create List Field
Creates a new List Field.
Know More About Emailoctopus and Capsule Crm Integrations
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Frequently Asked Questions
To start, connect both your EmailOctopus and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in EmailOctopus triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how EmailOctopus 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 EmailOctopus 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 EmailOctopus 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 EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
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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