Capsule CRM + Clearstream

Manage new or updated Capsule CRM opportunities by creating or updating Clearstream subscribers

Effortlessly keep your Clearstream subscriber list updated with this Capsule CRM and Clearstream integration. When a new or updated opportunity arises in Capsule CRM, this workflow will create or update a subscriber in Clearstream accordingly, ensuring your marketing communications are always up-to-date. Boost your efficiency and stay connected with your leads without manual data entry.

Effortlessly keep your Clearstream subscriber list updated with this Capsule CRM and Clearstream integration. When a new or updated opportunity arises in Capsule CRM, this workflow will create or update a subscriber in Clearstream accordingly, ensuring your marketing communications are always up-to-date. Boost your efficiency and stay connected with your leads without manual data entry.

  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!
    ClearstreamClearstream
    Create/Update Subscriber

    Creates and opts-in a new subscriber, or updates an existing subscriber.

    ActionWrite
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Supported triggers and actions

    • 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
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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clearstream logo
clearstream logo

About Clearstream

Clearstream is a two-way SMS communication tool for churches and non-profits.
Learn more

Related categories

  • Communication