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ClickFunnels
Capsule CRM

Add new ClickFunnels contacts to Capsule CRM as people

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

Categories
CRM
Marketing Automation & Sales Funnels
Email Marketing
Landing Pages

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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.

ClickFunnels
Add A Contact

Submits the contact to a specified opt-in page as your customers usually do when signing up on the page and filling out and submitting the form

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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