Capsule CRM and Iterable integrations and automations

Do everything in one place

Customize your Capsule CRM and Iterable integration with the following triggers and actions.

Triggers

When this happens…

Capsule CRM
  • New opportunity
    New opportunity in Capsule CRM
  • New organization
    New organization in Capsule CRM
  • New opportunity from a specific party
    New party opportunity in Capsule CRM
  • New person
    New person in Capsule CRM

    • Any other trigger you can think up

Iterable
  • New event Real-time
    New System webhook event in Iterable
  • New workflow event Real-time
    New workflow event in Iterable

    • Any other trigger you can think up

Actions

Do this…

Capsule CRM
  • Add opportunity
    Add opportunity to Capsule CRM
  • Add organization
    Add organization to Capsule CRM
  • Add person
    Add person to Capsule CRM
  • Search organizations Batch
    search organizations in Capsule CRM
  • Search people Batch
    search people in Capsule CRM
  • Update opportunity
    Update opportunity to Capsule CRM
  • Update organization
    Update organization to Capsule CRM
  • Update person
    Update person to Capsule CRM

    • Any other action you can think up

Iterable
  • Add subscribers to a list
    Add Subscribers to a list in Iterable
  • Update records in bulk
    Bulk update records in Iterable
  • Upsert records in bulk
    Bulk upsert records in Iterable
  • Create record
    Create record in Iterable
  • Custom action
    Custom action in Iterable
  • Delete record
    Delete record in Iterable
  • Export data
    Export Data in Iterable
  • Get record details
    Get details of specific record in Iterable
  • Search records
    Search record in Iterable
  • Send notification
    Send object in Iterable
  • Subscribe a user
    Subscribe a User to a group in Iterable
  • Unsubscribe a user
    Unsubscribe a User to a group in Iterable
  • Update record
    Update record in Iterable
  • Upsert record
    Upsert record in Iterable

    • Any other action you can think up

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