Add new Capsule CRM contacts to Jumplead

First, we need to connect Capsule CRM and Jumplead to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Capsule CRM to Zapier.

  Give Zapier access to your Capsule CRM account, using Capsule CRM credentials.

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  Connect Jumplead to Zapier.

  Give Zapier access to your Jumplead account, using Jumplead credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Capsule CRM

  Choose the following trigger: New or Updated Contact (Triggers when a given action is performed on a Person or Organisation.).

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  Then set up an Action for Jumplead

  Choose this action: Create or Update Contact (Creates a new contact or update an existing one using the given email address.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Capsule CRM and Jumplead.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Capsule CRM contacts to Jumplead!