Capsule CRM + PostGrid Print and Mail Integration

Connect Capsule CRM to PostGrid Print and Mail in 1 click

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Popular Capsule CRM + PostGrid Print and Mail Workflows

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Capsule CRM + PostGrid Print and Mail Integration

Create PostGrid Print and Mail contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use PostGrid Print and Mail 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 PostGrid Print and Mail.

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 + PostGrid Print and Mail 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
  • PostGrid Print and Mail
    Cheque is updated in PostGrid Print and Mail Instant
  • PostGrid Print and Mail
    Letter is created in PostGrid Print and Mail Instant
  • PostGrid Print and Mail
    Letter is updated in PostGrid Print and Mail Instant
  • PostGrid Print and Mail
    Postcard is created in PostGrid Print and Mail Instant
  • PostGrid Print and Mail
    Postcard is updated in PostGrid Print and Mail Instant
  • PostGrid Print and Mail
    Cheque is created in PostGrid Print and Mail 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
  • PostGrid Print and Mail
    Create contact in PostGrid Print and Mail
  • PostGrid Print and Mail
    Create cheque in PostGrid Print and Mail
  • PostGrid Print and Mail
    Create letter in PostGrid Print and Mail
  • PostGrid Print and Mail
    Create postcard in PostGrid Print and Mail
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You Can Also Connect Capsule CRM or PostGrid Print and Mail With 1200+ Other Apps

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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.

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PostGrid Print and Mail automates your printing and mailing processes, ensuring seamless delivery of your documents. Simplify bulk mailings with ease and efficiency using PostGrid's comprehensive solution.

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