Add new Capsule CRM people to ActiveTrail as contacts

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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.

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.

Add Contact to Group (ExternalID)

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

Search

Add Contact to Mailing List (ExternalID)

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

Action

Add a member to a group

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

Action

Add an Additional Party in Case

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

Action

Add an Additional Party in Opportunity

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

Action

Create a Case

Creates a new case.

Action

Create a Custom Field

Creates a new party, opportunity or case custom field.

Action

Create a Milestone

Creates a new opportunity milestone.

Action

Create a Party

Creates a new party.

Action

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

How it works

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