ActiveCampaign + Capsule CRM

Create ActiveCampaign deals for new or updated Capsule CRM opportunities

Keep your sales pipeline up-to-date effortlessly with this Capsule CRM-ActiveCampaign automation. Whenever there's a new or updated opportunity in Capsule CRM, this workflow will create a deal in ActiveCampaign, ensuring your team stays in sync and focuses on closing those important deals. This seamless connection saves time and helps you maintain an organized sales process.

Keep your sales pipeline up-to-date effortlessly with this Capsule CRM-ActiveCampaign automation. Whenever there's a new or updated opportunity in Capsule CRM, this workflow will create a deal in ActiveCampaign, ensuring your team stays in sync and focuses on closing those important deals. This seamless connection saves time and helps you maintain an organized sales process.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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.

Related categories

  • Marketing Automation

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capsulecrm logo
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 more

Related categories

  • CRM (Customer Relationship Management)

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