Capsule CRM and CleverReach integration + automation

Capsule CRM and CleverReach integrations couldn’t be easier with the Tray Platform’s robust Capsule CRM and CleverReach connectors, which can connect to any service without the need for separate integration tools.

Capsule CRM and CleverReach Connector Details

Capsule CRM

Capsule CRM

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Update partyCreate opportunityCreate partyDelete opportunityGet milestoneGet opportunityGet partyList countriesList custom fieldsList custom titlesList lost reasonsList milestones
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CleverReach

CleverReach

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UsesMarketing
CategoryEmail
Connector TypeTray Connector
Operations
Create attributeCreate group attributeCreate group receiverCreate group receiver tagsList groupsCreate or update group receiversCreate receiver tagsGet group receiverList attributesList blacklisted emailsList group attributesList group blacklisted emails
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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