Capsule CRM + OptinMonster

Create new Capsule CRM contacts from new OptinMonster leads

Efficiently manage your new leads from OptinMonster by setting up a smooth workflow to create contacts in Capsule CRM. This ensures that every new lead from OptinMonster goes straight into Capsule CRM as a new contact without delay. Enhance your lead management process and save time by streamlining this crucial task.

Efficiently manage your new leads from OptinMonster by setting up a smooth workflow to create contacts in Capsule CRM. This ensures that every new lead from OptinMonster goes straight into Capsule CRM as a new contact without delay. Enhance your lead management process and save time by streamlining this crucial task.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • 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
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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optinmonster logo
optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn moreHelp

Related categories

  • Forms & Surveys

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