Do everything in one place
Customize your Capsule CRM and MailChimp 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
MailChimp
- Campaign createdCampaign created in MailChimp
- Campaign openedCampaign opened in MailChimp
- Campaign sentCampaign sent in MailChimp
- New listNew list in MailChimp
- New subscriberNew subscriber in MailChimp
- New or updated subscriberNew or updated subscriber in MailChimp
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
MailChimp
- Custom actionCustom action in MailChimp (Custom)
- Add subscriber tags BatchAdd subscriber tags in MailChimp
- Add subscriberAdd subscriber in MailChimp
- Get subscriber activity BatchGet subscriber activities in MailChimp
- Get subscriber tags BatchGet subscriber tags in MailChimp
- Remove subscriberRemove subscriber from MailChimp
- Search campaigns BatchSearch campaigns in MailChimp
- Search subscribers BatchSearch subscribers in MailChimp
- Search tags BatchSearch for tags in MailChimp
- Update subscriberUpdate subscriber in MailChimp
Any other action you can think up
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