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Customize your Capsule CRM and Salesforce Marketing Cloud 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

Salesforce Marketing Cloud
  • New data extension row
    New data extension row in Salesforce Marketing Cloud
  • 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
    search organizations in Capsule CRM
  • Search people
    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

  • Show all 8
Salesforce Marketing Cloud
  • Copy data extension
    Copy data extension in Salesforce Marketing Cloud
  • Create email from HTML template
    Create email from HTML template in Salesforce Marketing Cloud
  • Create data extension from template
    Create data extension from template in Salesforce Marketing Cloud
  • Delete data extension
    Delete data extension in Salesforce Marketing Cloud
  • Search data extension
    Search data extension in Salesforce Marketing Cloud
  • Search data extension row
    Search data extension row in Salesforce Marketing Cloud
  • Upload asset
    Upload asset in Salesforce Marketing Cloud
  • Upsert data extension row
    Upsert row in data extension in Salesforce Marketing Cloud
  • Upsert data extension row Batch
    Bulk upsert row in data extension in Salesforce Marketing Cloud
  • Any other action you can think up

  • Show all 9

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