ActiveCampaign + Capsule CRM

Create or update ActiveCampaign contacts when new or updated contacts occur in Capsule CRM

Keep your ActiveCampaign updated with the latest changes in your Capsule CRM. This workflow initiates when a new or updated contact is detected in Capsule CRM, and mirrors these changes in ActiveCampaign. Streamline your contact management, reduce manual work, and ensure consistency across your platforms with this efficient automation.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
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Create or Update Contact
Creates a new contact, or updates an existing contact.
ActionWrite

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Supported triggers and actions

- ActionRequired
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- ActionRequired
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Custom ObjectRequired
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Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Trigger
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
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- ListRequired
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- ListRequired
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- ListRequired
Trigger
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- Task type
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New Deal Task
Triggers when a new deal task is created.
Trigger
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- Importer Note
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- ListRequired
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- EventRequired
- Tag
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- Account IDRequired
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone NumberRequired
- WhatsApp Template to sendRequired
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

- ActionRequired
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- ActionRequired
Trigger
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- 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
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Custom ObjectRequired
- Trigger EventsRequired
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- Task Type (Optional)
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Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Trigger
Instant
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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
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- ListRequired
Trigger
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- ListRequired
Trigger
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- List (Deprecated)
Trigger
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New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- ListRequired
- Importer Note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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- NameRequired
- Website
- Owner
Action
Write
- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact ID
- Contact Email
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- WhatsApp Phone NumberRequired
- Flow to startRequired
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
- Template Name
Action
Search

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.

Learn more

Related categories

Marketing Automation

Similar apps

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)

Similar apps

Related Zap Templates

Add existing contacts to ActiveCampaign automations from new or updated Capsule CRM opportunities

Update ActiveCampaign deals when new or updated Capsule CRM contacts occur

ActiveCampaign + Capsule CRM

Create or update ActiveCampaign contacts when new or updated contacts occur in Capsule CRM

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Custom Object Record Deleted

Contact Completed WhatsApp Messaging Flow

New or Updated Account

New Campaign Bounce

New Campaign Open

New Campaign Unsubscribe

New Contact Task

New Deal Task

New Contact

Updated Contact

Tag Added or Removed From Contact

Update Account

Create or Update Contact

Add Existing Contact to Automation

Create Campaign

Add Contact Note

Create or Update Contact Task

Add Secondary Contact to Deal

Add Note to Deal

Update Deal

Subscribe or Unsubscribe Contact From List

Send a WhatsApp Template

Find Account

Find Contact Task

Find Deal Owner

Find User

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New or Updated Custom Object Record

Deal Task Completed

Contact Joined Inbound WhatsApp Messaging Flow

New Automation Webhook

New Campaign Link Click

New Campaign Starts Sending

New Contact Note

New Deal Note

New Deal Added or Updated

Contact Added to List

New or Updated Contact

Create Account

Create or Update Account

Create Deal (Deprecated)

Remove Contact From Automation

Add Contact to Account

Add/Remove Tag From Contact

Create or Update a Custom Object Record

Create Deal

Create or Update Deal Task

Start a WhatsApp Messaging Flow for a Phone Number

Create Tracked Event

API Request (Beta)

Find Contact

Find Deal

Find Deal Task

WhatsApp Template

About ActiveCampaign

Related categories

Similar apps

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