Capsule CRM + Marketo Integration

Connect Capsule CRM to Marketo - 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. Set up Marketo automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Marketo using Integrately.

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Ready Workflows For Capsule CRM + Marketo Integration

Just click on the workflow you want to automate

Create Marketo contact for new Capsule CRM person

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

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 > Create or Update Person in Marketo

Capsule CRM + Marketo Integration

Activate

When Person is created in Capsule CRM > Check condition > Add Person to a list in Marketo

Capsule CRM + Marketo Integration

Activate

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Create Your Own Capsule CRM & Marketo 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 whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone
Create or update person in Marketo
Automatically generates a new invoice
Add Person to a list in Marketo
Automatically adds a person to a list or group
Search person in Marketo
Automatically retrieves information about a person
Create or update custom object record in Marketo
Automatically creates or updates a custom object record
Create or update opportunity in Marketo
Automatically creates or updates a sales opportunity
Search Opportunity in Marketo
Automatically searches for a opportunity
Search custom object record in Marketo
Automatically searches for a custom object record

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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Marketo 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

Simplify your challenges of customer engagement by using the Marketo software. It provides you with a content marketing platform that helps you retain customers and prospects.

See Marketo Integrations