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Customize your Capsule CRM and Doubleclick integration with the following
triggers and actions.
Triggers
When this happens…
Capsule CRM
- New opportunityNew opportunity in Capsule CRM
- New organizationNew organization in Capsule CRM
- New opportunity from a specific partyNew party opportunity in Capsule CRM
- New personNew person in Capsule CRM
Any other trigger you can think up
Actions
Do this…
Capsule CRM
- Add opportunityAdd opportunity to Capsule CRM
- Add organizationAdd organization to Capsule CRM
- Add personAdd person to Capsule CRM
- Search organizations Batchsearch organizations in Capsule CRM
- Search people Batchsearch people in Capsule CRM
- Update opportunityUpdate opportunity to Capsule CRM
- Update organizationUpdate organization to Capsule CRM
- Update personUpdate person to Capsule CRM
Any other action you can think up
Doubleclick
- Custom actionCustom action in DoubleClick
- Download report fileDownload report file in DoubleClick
- Get report by IDGet report by ID in DoubleClick
- List report filesList report files in DoubleClick
- List reportsList all reports in DoubleClick
- Upload assetUpload creative asset in DoubleClick
Any other action you can think up
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