Do everything in one place
Customize your Capsule CRM and Salesforce Marketing Cloud 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
Salesforce Marketing Cloud
- New data extension rowNew data extension row in Salesforce Marketing Cloud
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
Salesforce Marketing Cloud
- Custom actionCustom action in Salesforce Marketing Cloud (Custom)
- Copy data extensionCopy data extension in Salesforce Marketing Cloud
- Create email from HTML templateCreate email from HTML template in Salesforce Marketing Cloud
- Create data extension from templateCreate data extension from template in Salesforce Marketing Cloud
- Delete data extensionDelete data extension in Salesforce Marketing Cloud
- Search data extension BatchSearch data extension in Salesforce Marketing Cloud
- Search data extension row BatchSearch data extension row in Salesforce Marketing Cloud
- Upload assetUpload asset in Salesforce Marketing Cloud
- Upsert data extension rowUpsert row in data extension in Salesforce Marketing Cloud
- Upsert data extension row BatchBulk upsert row in data extension in Salesforce Marketing Cloud
Any other action you can think up
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