Connect Lemlist and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Unsubscribed Recipient
New Campaign
New Company
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 Lemlist and Capsule CRM automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Unsubscribed Recipient
Triggers when a recipient be unsubscribes from an email subscription list.
New Campaign
Triggers when a new campaign is created.
New Company
Triggers when a new company 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.
Do thisActions
Action is the task that follows automatically within your Lemlist integrations.
Add Lead to campaign
Add lead to a campaign
Search Lead
Search a lead
Add Recipient to Unsubscribe List
Add a recipient to unsubscribe list
Resume Lead From All Campaigns
Resume lead from all campaigns
Remove Lead From Unsubscribe
Remove lead from unsubscribe
Remove Lead From Campaign
Remove lead from a campaign
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Frequently Asked Questions
To start, connect both your Lemlist and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Lemlist triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Lemlist 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 Lemlist 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 Lemlist 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 Lemlist
lemlist is an email outreach platform that enables users to create, send, and track personalized email campaigns. It offers features like automated follow-ups, A/B testing, and detailed analytics to help improve email outreach efforts.
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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