Capsule CRM + Customer.io Integration

Connect Capsule CRM to Customer.io in 1 click

Integrate Capsule CRM + Customer.io For Free Free forever. Use premium features free for 14 days.

Popular Capsule CRM + Customer.io Workflows

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Capsule CRM + Customer.io Integration

Create Customer.io person for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use Customer.io 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 person will automatically be created in Customer.io.

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 Capsule CRM & Customer.io Integration Without Any Code

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Capsule CRM + Customer.io Integration
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
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Customer.io
    Add person to segment in Customer.io
  • Customer.io
    Create or Update Person in Customer.io
  • Customer.io
    Create event in Customer.io
  • Customer.io
    Create anonymous event in Customer.io
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