ActiveCampaign + Capsule CRM

Add notes to Capsule CRM entities for new or updated ActiveCampaign contacts

Effortlessly keep your Capsule CRM notes up-to-date with this streamlined workflow. Whenever a contact is added or updated in ActiveCampaign, a note will be created for the corresponding entity in Capsule CRM. This automation helps you stay organized and ensures that all essential information is easily accessible by connecting your contact management systems.

Effortlessly keep your Capsule CRM notes up-to-date with this streamlined workflow. Whenever a contact is added or updated in ActiveCampaign, a note will be created for the corresponding entity in Capsule CRM. This automation helps you stay organized and ensures that all essential information is easily accessible by connecting your contact management systems.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Add Note to Entity

    Adds a Note to an Entity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New Automation Webhook

    Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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capsulecrm logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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