Capsule CRM + Sendy Integration

Connect Capsule CRM to Sendy - 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. Sendy automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Sendy using Integrately.
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Sendy + Capsule CRM Integration

Create Capsule CRM person for new Sendy 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 Sendy 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.
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Sendy + Capsule CRM Integration

Create Capsule CRM opportunity for new Sendy contact

This automation makes it easy to create new opportunitys in Capsule CRM when a new contact is created in Sendy. Just connect your accounts, and every time a new contact is created in Sendy, 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.
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Sendy + Capsule CRM Integration

Create Capsule CRM task for new Sendy contact

Capsule CRM and Sendy are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - Sendy integration, you can automatically create task in Capsule CRM whenever a new contact is created in Sendy.

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!
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Capsule CRM + Sendy Integration

Create Sendy contact for new Capsule CRM person

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

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 + Sendy Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Sendy
    Campaign is sent in Sendy Instant
  • Sendy
    Subscriber has unsubscribed in Sendy

    Triggers the automation whenever a subscriber unsubscribes from a particular mailing list

    Instant
  • Sendy
    Subscriber is subscribed in Sendy

    Triggers the automation whenever a subscriber is subscribed in Sendy

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Sendy
    Create Campaign in Sendy

    Automatically set up a new marketing campaign

  • Sendy
    Add / Update Subscriber in Sendy

    Manage and maintain a list of subscribers with the ability to add or update their information

  • Sendy
    Get Subscriber Status in Sendy

    Retrieve the status of a subscriber in Sendy

  • Sendy
    Delete Subscriber From List in Sendy

    Remove a subscriber from a email list

  • Sendy
    Unsubscribe Email in Sendy

    Automatically removes email address from mailing list

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Integrate Capsule CRM & Sendy In 1 Click
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