Capsule CRM + AdRoll Integration

Connect Capsule CRM to AdRoll - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With AdRoll automations, you can understand user behavior and personalize the customer journey. And automate all the repetitive tasks between Capsule CRM & AdRoll using Integrately.

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Ready Workflows For Capsule CRM + AdRoll Integration

Just click on the workflow you want to automate

Create AdRoll contact for new Capsule CRM person

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

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

Activate

When Person is created in Capsule CRM > Check condition > Add email to CRM audience in AdRoll

Capsule CRM + AdRoll Integration

Activate

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Create Your Own Capsule CRM & AdRoll Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation when a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation when a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation when a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation when any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation when any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation when any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation when a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation when any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation when a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation when any organization's profile is modified
Instant

Create person in Capsule CRM
Generates a new person
Search person in Capsule CRM
Retrieves information about a person
Create opportunity in Capsule CRM
Creates a new instance of the support system
Search opportunity in Capsule CRM
Searches for a opportunity
Create task in Capsule CRM
Creates a new task
Add note to entity in Capsule CRM
Adds a note to a entity
Create organisation in Capsule CRM
Generates a new invoice
Search organisation in Capsule CRM
Finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Searches for a person or organisation
Add tag to entity in Capsule CRM
Assigns a tag to a designated entity
Create case in Capsule CRM
Generates a new case entry
Search case in Capsule CRM
Searches for a case record
Search milestone in Capsule CRM
Searches for a milestone
Add email to CRM audience in AdRoll
Adds a new email address to the crm audience

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate Capsule CRM & AdRoll In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or AdRoll With 1200+ Other Apps

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.

See Capsule CRM Integrations