Update CleverReach contact from new Capsule CRM person
Capsule CRM + CleverReach Integration
Capsule CRM + CleverReach Integration
Connect Capsule CRM to CleverReach in 1 click
Free forever.Use premium features free for 14 days.1.
Person is created in Capsule CRM Instant- Person is updated in Capsule CRM Instant
- Task is created in Capsule CRM Instant
- Task is updated in Capsule CRM Instant
- Opportunity is created in Capsule CRM Instant
- Opportunity is updated in Capsule CRM Instant
- Case is created in Capsule CRM Instant
- Case is updated in Capsule CRM Instant
- Organisation is created in Capsule CRM Instant
- Organisation is updated in Capsule CRM Instant
Subscriber is created in the list in CleverReach- Subscriber is unsubscribed from list in CleverReach
2.
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Ready Workflows for Capsule CRM + CleverReach Integration
Just click on the workflow you want to automate
Most popular automations
Create Capsule CRM opportunity for new CleverReach contact
This automation makes it easy to create new opportunitys in Capsule CRM when a new contact is created in CleverReach. Just connect your accounts, and every time a new contact is created in CleverReach, 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.
See moreThis 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.
Create Capsule CRM task for new CleverReach contact
Capsule CRM and CleverReach are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - CleverReach integration, you can automatically create task in Capsule CRM whenever a new contact is created in CleverReach.
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!
See moreThis 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!
Unsubscribe email in CleverReach for Opportunity is created in Capsule CRM
Capsule CRM + CleverReach Integration
Create Capsule CRM person for new CleverReach 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 CleverReach 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.
See moreFor 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 CleverReach 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.
Create CleverReach contact for new Capsule CRM person
If you're using Capsule CRM to manage your sales leads, it's important to also use CleverReach 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 CleverReach.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See moreBut 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 CleverReach.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Create Capsule CRM organisation for new CleverReach contact
CleverReach + Capsule CRM Integration
When Person is created in Capsule CRM > Check condition > Add subscriber in CleverReach
Capsule CRM + CleverReach Integration
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Who Is This Integration For?
Sales Teams
Marketing Agencies
Event Planners
Real Estate Agents
Consultants
Sales Teams
Sales teams often struggle to maintain up-to-date communication with new prospects. They can miss out on following up with leads captured in CapsuleCRM and need a way to instantly engage them through email campaigns in CleverReach.
Marketing Agencies
Marketing agencies managing multiple clients need to efficiently streamline the transition of contacts from CRM systems like CapsuleCRM to email marketing tools like CleverReach for campaign execution. This can help in reducing manual exports and imports of data.
Event Planners
Event planners working with large lists of attendees captured in CapsuleCRM face challenges in sending timely and organized email blasts via platforms like CleverReach. They need to keep attendees informed and engaged without manual effort.
Real Estate Agents
Real estate agents use CapsuleCRM to manage client and property leads but often miss the opportunity to automatically follow up with personalized emails through CleverReach, leading to lost client engagement.
Consultants
Consultants collecting client leads in CapsuleCRM may find it difficult to manually transfer these leads to CleverReach for targeted email campaigns, potentially impacting their client communication strategies.
What Can You Automate With Capsule CRM + CleverReach
Automatically add new CapsuleCRM contacts to a CleverReach list
When you add a new contact in CapsuleCRM, it can automatically flow into a specific CleverReach list. This ensures that your email list is always updated with the latest prospects without manual updates, making your marketing efforts more efficient.
Send welcome emails via CleverReach for new CapsuleCRM contacts
New opportunities in CapsuleCRM can trigger a welcome email campaign in CleverReach. This helps you engage prospects immediately, enhancing your customer onboarding experience with minimal effort.
Sync contact updates from CapsuleCRM to CleverReach
Keep your contact records consistent across platforms. Any updates to a contact in CapsuleCRM can seamlessly reflect in CleverReach, reducing the risk of outdated or inconsistent information.
Trigger drip campaigns in CleverReach from CapsuleCRM tag updates
When a contact gets tagged in CapsuleCRM, it can initiate a specific drip campaign in CleverReach. This allows you to deliver targeted content based on the contact's status or interaction, improving your engagement strategies.
Transfer CapsuleCRM deal details to CleverReach for customized email follow-ups
Close a deal in CapsuleCRM? You can automatically send tailored follow-up emails through CleverReach with details relevant to the closed deal, personalizing your communication right from the start.
And much more...
Top 10 Most Popular Capsule CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Capsule CRM person for new Elementor Forms form submission
Create Capsule CRM opportunity for new Elementor Forms form submission
Create Capsule CRM person from new Shopify customer
Create Capsule CRM person for new WPForms form submission
Create Capsule CRM person for new Wave customer
Create Capsule CRM person for new Elementor Forms form submission
Create Capsule CRM opportunity for new Elementor Forms form submission
Create Capsule CRM person from new Shopify customer
Create Capsule CRM person for new WPForms form submission
Create Capsule CRM person for new Wave customer
Create Capsule CRM person for new Bit Form response
Send Phaxio fax for new Capsule CRM opportunity
Create Capsule CRM person for new GroovePages response
Create Capsule CRM person for new HappyForms form submission
Create Capsule CRM person for new Elite Funnels form submission
Create Capsule CRM person for new Bit Form response
Send Phaxio fax for new Capsule CRM opportunity
Create Capsule CRM person for new GroovePages response
Create Capsule CRM person for new HappyForms form submission
Create Capsule CRM person for new Elite Funnels form submission
Top 10 Most Popular CleverReach Automations from
Integrately Community
Most popular
01
Create CleverReach contact for new Salesforce record
02
Create CleverReach contact for new Amelia booking
03
Create Salesforce record for new CleverReach contact
04
Create CleverReach contact for new MemberPress member
05
Send ClickSend SMS message for new CleverReach contact
Most popular
01
Create CleverReach contact for new Salesforce record
02
Create CleverReach contact for new Amelia booking
03
Create Salesforce record for new CleverReach contact
04
Create CleverReach contact for new MemberPress member
05
Send ClickSend SMS message for new CleverReach contact
06
Send Flock message for new CleverReach contact
07
Create CleverReach contact for new Zoho Creator record
08
Send Zulip message for new CleverReach contact
09
Send Beekeeper message for new CleverReach contact
10
Send Google Chat message for new CleverReach contact
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Capsule CRM + CleverReach Now 
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Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99
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You Can Also Connect Capsule CRM or CleverReach With 1400+ Other Apps
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.
CleverReach
CleverReach provides complete email marketing capabilities, including creation and delivery of targeted emails. It's easy to use, affordable and flexible enough for every business, small or large.
