Integrate Capsule CRM with Zoho Marketing Automation
Send information between Capsule CRM and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Zoho Marketing Automation using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
Lead added to list
Triggers when a lead is added to the selected list
Lead removed from list
Triggers when a lead is removed from the selected list
All Actions - Actions are the automated tasks
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Find person
Finds the details of the specified person by ID
Create lead tag
Creates a new lead tag
Create list
Creates a new list
Tag lead
Adds the specified tag to a lead
Send email campaign
Sends an existing email campaign
Clone campaign
Clones an existing campaign
Create or update lead
Creates or updates a lead
Add lead to journey
Adds the specified lead to a journey
Add lead score
Adds lead score for the specified email address
Untag lead
Removes the specified tag from a lead
Update list
Updates the details of an existing list
Unsubscribe lead
Removes a lead from the selected list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
What is Capsule CRM?
Similar apps
What is Zoho Marketing Automation?
Webhook triggers
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