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ActiveTrail
Capsule CRM

Add new Capsule CRM people to ActiveTrail as contacts

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Every time a new person is created in Capsule CRM, Make will automatically create a new contact in ActiveTrail.

Categories
CRM
Marketing Automation & Sales Funnels
Email Marketing
Landing Pages

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

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Create new contacts in Endorsal from new rows in Google Sheets

This template periodically checks for new rows in a Google Sheets spreadsheet and uploads the new rows as new contacts into Endorsal.

The template is using this sample Google Sheets spreadsheet - you can make a copy of it if you'd like to.

The template is scheduled to run daily at 8:00 am. You can change the schedule after you set up the template.

Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

ActiveTrail
Add a member to a group

Update a member or create a new member in a group and send a campaign if provided.

Action
Capsule CRM
Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action
Capsule CRM
Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action
Capsule CRM
Create a Case

Creates a new case.

Action
Capsule CRM
Create a Custom Field

Creates a new party, opportunity or case custom field.

Action
Capsule CRM
Create a Milestone

Creates a new opportunity milestone.

Action
Capsule CRM
Create a Party

Creates a new party.

Action
Capsule CRM
Create a Tag

Defines a new party, opportunity or case tag.

Action
Capsule CRM
Create a Task

Creates a new task.

Action

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