"Individually, we are one drop. Together, we are an ocean."– Ryunosuke Satoro
We are super excited to introduce you to our most seamless integration yet with Capsule CRM.
When it comes to business, collaboration and integration is key – and that’s equally true of your digital marketing tools.
Instead of competing with differing platforms, we believe it’s vital to acknowledge each other’s strengths, and understand how, together, we can make marketing easier, more streamlined and well, just better for you and your business.
Serendipitously, when we met the friendly team behind Capsule CRM, they felt the same, and for a very long time, we’ve been working closely behind the scenes to develop a seamless integration with their simple, yet powerful CRM.
Why integrate your CRM and email marketing tools?
Email marketing remains the preferred business communications channel, it’s a great way to reach your customers and provides endless opportunities to provide new information. However, we firmly believe that CRM + Email Marketing = Better Together.
One of the best ways to ensure you’re sending relevant content to the correct audience, is by combining your email marketing tool, like Transpond, with a customer relationship management (CRM) solution, like Capsule.
When it comes to email marketing, integrating a comprehensive CRM is powerful. It will provide you with valuable data and information that can be used to create highly targeted email campaigns with ease, whilst also offering key insights, to allow you to tailor and hone your sales process.
Together, Capsule and Transpond will help you deliver email marketing focused on your recipients, rather than a large generic audience. Ultimately, this will create more engaged customers and drive company growth.
Capsule CRM
For those of you that don’t know, Capsule is a simple and easy to use contact and sales management tool, designed to help growing businesses build stronger relationships, make more sales and save time.
When people look for a CRM to integrate with their email marketing service, or vice versa, they want something that’s quick and easy to set up, and that works as you’d expect it to. Together we agreed that our integration should be seamless, save time and deliver greater business insights.
So, Capsule and Transpond have worked to create an integration that works effortlessly to synchronise your contacts, create targeted, personalized campaigns, and provide a centralized data hub about your leads and customers – giving you the ability to track customer engagement with ease.
With the Capsule Integration, you can…
Pull across all your Capsule contact data (including tags and custom fields).
Connecting Capsule to your Transpond account will bring across all your Capsule contact data including tags and custom fields. Any changes made to contact details, custom fields and tags in either platform will be automatically synced in both places. The integration will also synchronize your saved Capsule contact lists as segments in Transpond.
As soon as you have synced your contacts you can start sending email campaigns from Transpond to your Capsule contacts and use integration actions in your automations.
Use Integration Actions.
Integration actions are triggers that update your Capsule contacts or create notes or tasks based upon certain actions being performed in Transpond.
Each time one of your contacts triggers an action in Transpond, an update will be sent to Capsule. This could be in the form of updating a contact, adding a note to their record, creating an appointment for them, or creating a brand-new contact record. Any new contacts added to Capsule will also be automatically synced to the Capsule Group in Transpond.
If you’re sending regular emails from Transpond to your Capsule contacts, you could set up an integration action that adds a note in Capsule when a contact has clicked in three consecutive campaigns. This will help your Sales Team identify an engaged prospect, who might be worth following up with a phone call, or a more personalised email.
Use your saved Capsule lists as segments.
At Transpond, we’re firm believers of segmenting and personalising your email marketing – and with our Capsule integration, this just got a whole lot easier.
When you enable your Capsule integration, Transpond will sync all your saved contact lists as segments. These segments can then be used for sending targeted email campaigns or form your lists for automated activities. To make it that little bit easier too, segments created from your saved Capsule lists will have the Capsule logo next to them.
View contact marketing campaign activity in one summarized view.
Within Capsule, relevant email marketing campaign activity is summarized on each contact record. It will display all the contact’s recent interactions with your email campaigns and site visits.
This view will show you in an instant just how engaged with your marketing efforts a contact is, their recent campaign interactions and overall subscriber activity.
What’s more, it will also pull in the subscriber status for your contacts, making it simple to filter active prospects, from those who have opted out of hearing from you.
If you’re interested in finding out more about Capsule, please visit this link.
Whatever you do, get started today.