Capsule CRM + Mailshake Integration

Integrate Capsule CRM to Mailshake in one click, or tell Integrately AI how you want each contact handled. Create leads, add recipients by email addresses, update lead statuses, and track campaign responses automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Mailshake
    Reply is recieved in Mailshake
  • Mailshake
    Link is clicked in Mailshake
  • Mailshake
    Message is sent in Mailshake
  • Mailshake
    Mail is opened in Mailshake
  • Mailshake
    Lead status is updated in Mailshake
  • Mailshake
    Lead is created for campaign in Mailshake
  • Mailshake
    Lead is created in Mailshake
  • Mailshake
    Campaign is created in Mailshake
Arrow Right
2.
  • Capsule CRM
    Update person in Capsule CRM
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Mailshake
    Add recipient by email addresses in Mailshake
  • Mailshake
    Add recipient by csv in Mailshake
  • Mailshake
    Unsubscribe recipients in Mailshake
  • Mailshake
    Pause recipient in Mailshake
  • Mailshake
    Unpause recipient in Mailshake
  • Mailshake
    Create lead in Mailshake
  • Mailshake
    Update lead status in Mailshake
  • Mailshake
    Unpause campaign in Mailshake
  • Mailshake
    Pause campaign in Mailshake

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Ready Workflows Ready Workflows for Capsule CRM + Mailshake Integration

Create Mailshake leads from new Capsule CRM persons, update lead statuses, add recipients via email, and pause campaigns, all in just one click.

Most popular automationsmost-popular-automations
Mailshake + Capsule CRM Integration

Create Capsule CRM opportunity for new Mailshake recipient

This automation makes it easy to create new opportunitys in Capsule CRM when a new recipient is created in Mailshake. Just connect your accounts, and every time a new recipient is created in Mailshake, a new opportunity will automatically be created in Capsule CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Mailshake + Capsule CRM Integration

Create Capsule CRM task for new Mailshake recipient

Capsule CRM and Mailshake are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - Mailshake integration, you can automatically create task in Capsule CRM whenever a new recipient is created in Mailshake.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Mailshake + Capsule CRM Integration

Create Capsule CRM person for new Mailshake recipient

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Capsule CRM person and Mailshake recipient can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Capsule CRM + Mailshake Integration

Create Mailshake recipient for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use Mailshake to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding recipient will automatically be created in Mailshake.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Capsule CRM + Mailshake flow

Teams often want to sync outreach responses with email notifications, manage pipeline data, and log customer updates across their entire tech stack. Pick a combination and activate it in one click.

Capsule CRM
Mailshake
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GmailGmail (4)
+
HubspotHubspot (3)
+
CalendlyCalendly (3)
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SlackSlack (3)
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Google SheetsGoogle Sheets (3)
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StripeStripe (3)
C
M
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Create a Mailshake lead for every new Capsule CRM person, and send a confirmation email in Gmail
New Capsule CRM contacts instantly become Mailshake leads while Gmail sends an outbound notification, removing manual copying entirely.
M
C
G
When a Mailshake lead status updates, update the person in Capsule CRM and send a summary email in Gmail
Keep Capsule CRM updated on campaign activity while Gmail delivers status digests directly to your inbox.
M
C
G
Create a Capsule CRM task and send a follow-up email in Gmail when a Mailshake link is clicked
Engaged prospects trigger immediate follow-up tasks in Capsule CRM and email alerts via Gmail.
M
C
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Use Gemini to review Mailshake replies, create a Capsule CRM task, and send a briefing email in Gmail
AI analyses incoming replies so Capsule CRM tasks and Gmail briefs are generated with clear context.

Supported triggers and actions for Capsule CRM and Mailshake

Mix and match to build the exact automation you need

Capsule CRM
Capsule CRM Triggers & Actions
Instant
Person is created in Capsule CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Capsule CRM
Triggers the automation when a person's profile is updated
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Instant
Task is created in Capsule CRM
Triggers the automation when a new task is created
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Instant
Task is updated in Capsule CRM
Triggers the automation when any task is updated
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Instant
Opportunity is created in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in Capsule CRM
Triggers the automation when a case is created
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Instant
Case is updated in Capsule CRM
Triggers the automation when any case is updated
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Instant
Organisation is created in Capsule CRM
Triggers the automation when a new organization is created
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Instant
Organisation is updated in Capsule CRM
Triggers the automation when any organization's profile is modified
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Update person in Capsule CRM
Generates a new person
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Create person in Capsule CRM
Generates a new person
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Search person in Capsule CRM
Retrieves information about a person
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Create opportunity in Capsule CRM
Creates a new instance of the support system
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Search opportunity in Capsule CRM
Searches for a opportunity
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Create task in Capsule CRM
Creates a new task
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Add note to entity in Capsule CRM
Adds a note to a entity
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Create organisation in Capsule CRM
Generates a new invoice
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Search organisation in Capsule CRM
Finds and retrieves information about a organization
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Search person or organisation in Capsule CRM
Searches for a person or organisation
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Add tag to entity in Capsule CRM
Assigns a tag to a designated entity
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Create case in Capsule CRM
Generates a new case entry
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Search case in Capsule CRM
Searches for a case record
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Search milestone in Capsule CRM
Searches for a milestone
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Mailshake
Mailshake Triggers & Actions
Reply is recieved in Mailshake
Triggers the automation when a reply is received
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Link is clicked in Mailshake
Triggers the automation when a link in the email is clicked
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Message is sent in Mailshake
Triggers the automation when a new message is sent
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Mail is opened in Mailshake
Triggers the automation when an email is opened
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Lead status is updated in Mailshake
Triggers the automation when the status of a lead changes
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Lead is created for campaign in Mailshake
Triggers the automation when a lead is created for a campaign
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Lead is created in Mailshake
Triggers the automation when a new lead is created
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Campaign is created in Mailshake
Triggers the automation when a new campaign is created
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Add recipient by email addresses in Mailshake
Adds recipients to a mailing list by their email addresses
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Add recipient by csv in Mailshake
Import multiple recipients from a csv file
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Unsubscribe recipients in Mailshake
Removes recipients from the mailing list
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Pause recipient in Mailshake
Pauses a recipient
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Unpause recipient in Mailshake
Unpauses a recipient
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Create lead in Mailshake
Generates new leads for potential customers
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Update lead status in Mailshake
Updates the status of a lead based on particular criteria
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Unpause campaign in Mailshake
Unpauses a campaign
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Pause campaign in Mailshake
Pauses a campaign
Try it →

What can you automate with Capsule CRM + Mailshake?

Streamline your sales pipeline and outbound outreach by connecting Capsule CRM and Mailshake for automated workflows.

What you can automate?
🚀
Sync Capsule CRM contacts to Mailshake instantly
Automatically create Mailshake leads the moment a new person is created in Capsule CRM. Eliminate manual copying and ensure your outreach campaigns start right away.
📝
Capture every submitted contact detail accurately
Map all available contact fields between Capsule CRM and Mailshake instead of just basic names and emails. Keep your outreach personalized and detailed.
🔔
Notify your team as soon as replies arrive
Trigger instant team notifications and task creation whenever a prospect replies or interacts with your Mailshake emails. Never miss a warm opportunity.
🔀
Route leads based on campaign status updates
Take different actions depending on lead status updates in Mailshake. Update CRM records or assign tasks based on how prospects engage with your emails.
🔄
Keep CRM records updated as campaigns progress
Automatically update Capsule CRM person records whenever lead statuses or engagement metrics change in Mailshake. Maintain an accurate database effortlessly.
🔍
Search and update instead of creating duplicates
Search for existing records in Capsule CRM before creating new entries, preventing duplicate contacts and keeping your database clean.
Handle later status changes and replies seamlessly
Automate workflows for subsequent outreach events like link clicks, email opens, and replies. Keep your follow-up pipeline active and responsive.
🔗
Extend your workflow with Google Sheets
Connect Google Sheets alongside Capsule CRM and Mailshake to log every campaign interaction in a spreadsheet for reporting and review.
And much more...

Who is Capsule CRM + Mailshake integration for?

Sales and outreach teams manage contacts in Capsule CRM and run campaigns in Mailshake, making this integration essential for keeping lead data and campaign responses perfectly aligned.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Outreach coordinators
Outreach coordinators
Sales operations specialists
Sales operations specialists
Customer success leads
Customer success leads
📈
Performance marketers
You're running outreach campaigns across multiple lists but your tracking reports only update when someone manually exports lead records, so the response metrics you're reviewing are always hours behind — with this integration, every campaign update syncs instantly and your performance data stays current.
Sales representatives
You need to follow up the moment a prospect replies or clicks a link, but manual CRM updates mean you find out too late to capitalize on peak interest — with this integration, every engagement triggers immediate tasks and ensures you reach out while prospects are active.
🤝
Account managers
You answer to clients who want clear visibility into outreach progress, but scattered records make assembling status reports a frustrating chore — with this integration, contact creation and campaign milestones sync automatically so your client reporting is always accurate.
📋
Outreach coordinators
The sheer volume of daily campaign leads is too high for anyone to keep up by hand, leading to missed entries and disjointed follow-ups — with this integration, high-volume contact synchronization runs reliably in the background without manual effort.
🔄
Sales operations specialists
You own the handoff between CRM record creation and outbound campaign execution, but manual data transfers cause frustrating bottlenecks — with this integration, records move smoothly between Capsule CRM and Mailshake without manual intervention.
🗂️
Customer success leads
You need a reliable customer history for every account, but manual logging leaves frustrating gaps in your activity records — with this integration, every interaction and status change is logged immediately, giving you a complete audit trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Capsule CRM + Mailshake

Build and manage your Capsule CRM + Mailshake automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Capsule CRM + Mailshake with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Capsule CRM to Mailshake?
Frequently Asked Questions
You can connect Capsule CRM to Mailshake in 1 click using ready templates or ask Integrately AI to build your automation with apps like Gmail, Slack, and Google Sheets.
Can I automatically create Mailshake leads from new Capsule CRM persons?
Frequently Asked Questions
Can I connect Capsule CRM, Mailshake, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and Mailshake?
Frequently Asked Questions
How does Capsule CRM handle contact updates during outreach?
Frequently Asked Questions
How does Mailshake manage campaign leads when connected to Capsule CRM?
Frequently Asked Questions
Do I need coding skills to automate Capsule CRM and Mailshake?
Frequently Asked Questions
Is the Capsule CRM and Mailshake integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Mailshake With 1500+ Other Apps

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Mailshake
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Sync Mailshake with marketing, spreadsheet, and communication tools to track cold email performance and outreach effectiveness.
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