Builderall Mailingboss + Capsule CRM Integration

Connect Builderall Mailingboss to Capsule CRM - Automate your workflows in 1-click

Set up Builderall Mailingboss automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Builderall Mailingboss + Capsule CRM integration.
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Ready Workflows For Builderall Mailingboss + Capsule CRM Integration

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Capsule CRM + Builderall Mailingboss Integration

Create Builderall Mailingboss contact for new Capsule CRM person

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Create Your Own Builderall Mailingboss & Capsule CRM Integration Without Any Code

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Builderall Mailingboss + Capsule CRM Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
2.
  • Builderall Mailingboss
    Add lead to list in Builderall Mailingboss

    Automatically adds a lead to a list

  • Builderall Mailingboss
    Update lead in Builderall Mailingboss

    Automatically updates the lead information

  • Builderall Mailingboss
    Search lead by email in Builderall Mailingboss

    Automatically retrieves information for a particular lead using their email

  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

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