BotConversa + Capsule CRM

BotConversa + Capsule CRM integrations

Send BotConversa flows for new or updated Capsule CRM contacts

Stay connected with your clients using this seamless workflow between Capsule CRM and BotConversa. When a new or updated contact is added in Capsule CRM, a personalized flow will be sent to the client via the BotConversa app. This automation allows for consistent communication with your clients, ensuring they stay informed and engaged with your business.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Send FlowSends flow to subscriber.
ActionWrite

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More things you can do with Capsule CRM and BotConversa

Discover other triggers and actions you can use with Capsule CRM and BotConversa

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Tag
  Required
Trigger
Instant
Try It
- Triggered Event
  Required
Trigger
Instant
Try It
- Custom Field Type
  Required
- Custom field
  Required
Action
Write
- Phone
  Required
- Tag
  Required
Action
Write
- Phone
  Required
Action
Write
- Phone
  Required
- Type of message
  Required
Action
Write
- Phone
  Required
- Sequence
  Required
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Subscriber
Triggers when a new subscriber joins BotConversa.
Trigger
Instant
Try It
- Sequence
  Required
Trigger
Instant
Try It
- Phone
  Required
- Tag
  Required
Action
Write
- Phone
  Required
Action
Write
- Campaign
- Phone
  Required
- Full name
  Required
Action
Write
- Flow
  Required
- Phone
  Required
Action
Write
- Phone
  Required
- Sequence
  Required
Action
Write
- Phone
  Required
Action
Search

About BotConversa

BotConversa is a Chatbot builder for WhatsApp. We’ve made it simples for small to big Size businesses to automate their WhatsApp conversations and create a true lead generation machine.

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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Send messages in BotConversa for new or updated contacts in Capsule CRM

Send messages in BotConversa for new or updated opportunities in Capsule CRM