Capsule CRM + Stannp Integration

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1.

Person is created in Capsule CRM Instant
Person is updated in Capsule CRM Instant
Task is created in Capsule CRM Instant
Task is updated in Capsule CRM Instant
Opportunity is created in Capsule CRM Instant
Opportunity is updated in Capsule CRM Instant
Case is created in Capsule CRM Instant
Case is updated in Capsule CRM Instant
Organisation is created in Capsule CRM Instant
Organisation is updated in Capsule CRM Instant
Campaign status is changed in Stannp Instant
Recipient event is recorded in Stannp Instant

2.

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Ready Workflows for Capsule CRM + Stannp Integration

Just click on the workflow you want to automate

Most popular automation

Create Stannp contact for new Capsule CRM person

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.

See more

When Person is created in Capsule CRM > Check condition > Add recipient in Stannp

Capsule CRM + Stannp Integration

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Who Is This Integration For?

Real Estate Agents

Ecommerce Businesses

Financial Advisors

Non-Profit Organizations

Event Managers

Real Estate Agents

Real estate agents often struggle to keep in touch with leads who have shown interest in properties. They need an efficient way to send physical mailers to prospects to stay top of mind, ensuring they don't miss opportunities to close deals.

Ecommerce Businesses

Ecommerce businesses want to increase brand loyalty and customer retention by sending personalized, tangible promo offers and thank-you cards to their customers, but managing lists and executing this consistently can be challenging.

Financial Advisors

Financial advisors need to nurture relationships with clients and prospects by regularly sending out newsletters or financial updates. They often lack a streamlined way to send physical newsletters, which can add a personal touch compared to emails.

Non-Profit Organizations

Non-profits often struggle to maintain donor engagement. They need a way to send updates and personalized thank-you letters to donors easily, but managing donor lists and creating this content can be time-consuming.

Event Managers

Event managers frequently need to invite guests and remind them of upcoming events. Sending personalized invitations or follow-up reminders physically can be more effective, but it requires seamless integration between their CRM and mailing software.

Try This Integration – No Code Needed

What Can You Automate With Capsule CRM + Stannp

Send Welcome Postcards to New Contacts

Whenever you add a new contact in CapsuleCRM, automatically send them a personalized postcard via Stannp. It helps you create a great first impression without additional manual work.

Mail Birthday Cards to Clients

Schedule Stannp to mail out birthday cards automatically for contacts listed in CapsuleCRM based on their birth dates. This ensures your clients feel valued and remembered on their special day.

Send Thank-You Notes to Recent Buyers

When a deal is marked as won in CapsuleCRM, have a thank-you note automatically sent through Stannp. This adds a personal touch and helps build lasting relationships with your customers.

Follow Up with Event Attendees

After logging an event interaction in CapsuleCRM, trigger a follow-up postcard via Stannp to attendees. This keeps your event fresh in their minds and encourages future engagement.

Reconnect with Dormant Clients

Identify inactive clients in CapsuleCRM and send them re-engagement letters automatically through Stannp. This helps regenerate interest and potentially revives old business relationships.

And much more...

Start Automating In Minutes

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create Capsule CRM person for new Elementor Forms form submission

Create Capsule CRM opportunity for new Elementor Forms form submission

Create Capsule CRM person from new Shopify customer

Create Capsule CRM person for new WPForms form submission

Create Capsule CRM person for new Wave customer

Create Capsule CRM person for new Elementor Forms form submission

Create Capsule CRM opportunity for new Elementor Forms form submission

Create Capsule CRM person from new Shopify customer

Create Capsule CRM person for new WPForms form submission

Create Capsule CRM person for new Wave customer

Create Capsule CRM person for new Bit Form response

Send Phaxio fax for new Capsule CRM opportunity

Create Capsule CRM person for new GroovePages response

Create Capsule CRM person for new HappyForms form submission

Create Capsule CRM person for new Elite Funnels form submission

Create Capsule CRM person for new Bit Form response

Send Phaxio fax for new Capsule CRM opportunity

Create Capsule CRM person for new GroovePages response

Create Capsule CRM person for new HappyForms form submission

Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular Stannp Automations from
Integrately Community

Most popular

01

Create Stannp contact for new Quickbooks Online invoice

02

Create Stannp contact for new HR Partner employee

03

Create Stannp contact for new CompanyHub record

04

Create Stannp contact for new Salesforce record

05

Create Stannp contact for new Notion database item

cloud

app integration

06

Create Stannp contact for new Zoho Creator record

07

Create Stannp contact for new EasyCSV data

08

Create Stannp contact for new JustCall contact

09

Create Stannp contact for new Visitor Queue contact

10

Create Stannp contact for new TidyCal event

How Integrately Works?

How Integrately Works?

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Select a trigger from Google Sheets

2

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3

Automation is ready

Setup an action from Trello

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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Stannp With 1400+ Other Apps

Capsule CRM

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

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Post your message to any place in the world, anytime, and at a price you set. Stannp is the best way to reach out and touch someone by sending real postcards or letters. Reach out to everyone everywhere!

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