Capsule CRM + ActiveTrail Integration

Connect Capsule CRM to ActiveTrail in 1 click

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1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • ActiveTrail
    Contact is added to group in ActiveTrail Instant
  • ActiveTrail
    Contact is added via landing page in ActiveTrail Instant
  • ActiveTrail
    Contact is added via signup form in ActiveTrail Instant
  • ActiveTrail
    Contact is unsubscribed in ActiveTrail Instant
  • ActiveTrail
    Contact is removed from group in ActiveTrail Instant
  • ActiveTrail
    Contact is updated in ActiveTrail Instant
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + ActiveTrail Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
ActiveTrail + Capsule CRM Integration

Create Capsule CRM person for new ActiveTrail contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Capsule CRM person and ActiveTrail contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ActiveTrail + Capsule CRM Integration

Create Capsule CRM opportunity for new ActiveTrail contact

This automation makes it easy to create new opportunitys in Capsule CRM when a new contact is created in ActiveTrail. Just connect your accounts, and every time a new contact is created in ActiveTrail, a new opportunity will automatically be created in Capsule CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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ActiveTrail + Capsule CRM Integration

Create Capsule CRM task for new ActiveTrail contact

Capsule CRM and ActiveTrail are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - ActiveTrail integration, you can automatically create task in Capsule CRM whenever a new contact is created in ActiveTrail.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Capsule CRM + ActiveTrail Integration

Create ActiveTrail contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use ActiveTrail to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in ActiveTrail.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular ActiveTrail Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
ActiveTrail logo
Create ActiveTrail contact for new Elementor Forms form submission
02
Convertful logo
ActiveTrail logo
Create ActiveTrail contact for new Convertful form submission
03
Webflow (Legacy) logo
ActiveTrail logo
Create ActiveTrail contact for new Webflow form submission
04
Simvoly logo
ActiveTrail logo
Create ActiveTrail contact for new Simvoly form submission
05
WPForms logo
ActiveTrail logo
Create ActiveTrail contact for new WPForms form submission
cloud
ActiveTrail
app integration
06
Elite Funnels logo
ActiveTrail logo
Create ActiveTrail contact for new Elite Funnels contact
07
ActiveTrail logo
Elite Funnels logo
Create Elite Funnels contact for new ActiveTrail contact
08
ActiveTrail logo
EngageBay CRM logo
Create EngageBay CRM contact for new ActiveTrail contact
09
ActiveTrail logo
Mailvio logo
Create Mailvio contact for new ActiveTrail contact
10
Mailvio logo
ActiveTrail logo
Create ActiveTrail contact for new Mailvio contact
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How Integrately Works?

1
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2
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3
Automation is ready
Setup an action from Trello
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Capsule CRM
Capsule CRM
Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
ActiveTrail
ActiveTrail
ActiveTrail engages your website visitors and turns them into customers. It provides the tools you need to target customers with personalized messages, drive leads, nurture prospects, and automate repetitive tasks.