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Add new Capsule CRM people to ActiveTrail as contacts

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.

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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.

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Get a contact by external ID and external name. Returns empty response if not found.

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Add Contact to Mailing List (ExternalID)

Adds one or more contacts to a specific group using externalId and externalName. Limited to 1000 contacts.

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Add a member to a group

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

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Add an Additional Party in Case

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

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Add an Additional Party in Opportunity

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

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Create a Case

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Create a Custom Field

Creates a new party, opportunity or case custom field.

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Create a Milestone

Creates a new opportunity milestone.

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