Capsule CRM + MailBluster Integration

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MailBluster + Capsule CRM Integration

Create Capsule CRM person from new MailBluster order

As an online store owner, you're likely using MailBluster to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate MailBluster with Capsule CRM? This integration will allow you to automatically create a person for each new order in Capsule CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Capsule CRM + MailBluster Integration

Create MailBluster lead for new Capsule CRM person

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Capsule CRM + MailBluster 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
  • MailBluster
    Product is created in MailBluster
  • MailBluster
    Order is created in MailBluster
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
  • MailBluster
    Create lead in MailBluster
  • MailBluster
    Update lead in MailBluster
  • MailBluster
    Delete lead in MailBluster
  • MailBluster
    Search lead by email in MailBluster
  • MailBluster
    Create order in MailBluster
  • MailBluster
    Delete order in MailBluster
  • MailBluster
    Get order by ID in MailBluster
  • MailBluster
    Update order in MailBluster
  • MailBluster
    Create product in MailBluster
  • MailBluster
    Update product in MailBluster
  • MailBluster
    Delete product in MailBluster
  • MailBluster
    Get product by ID in MailBluster
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