Capsule CRM + ClickSend SMS

Create ClickSend SMS contacts for new or updated Capsule CRM opportunities

Stay connected with your sales leads by utilizing this workflow between Capsule CRM and ClickSend SMS. Whenever a new or updated opportunity arises in Capsule CRM, a contact will be created in ClickSend SMS, enabling you to easily engage with your prospects. Streamline your marketing efforts and keep your connections organized with this efficient automation.

Stay connected with your sales leads by utilizing this workflow between Capsule CRM and ClickSend SMS. Whenever a new or updated opportunity arises in Capsule CRM, a contact will be created in ClickSend SMS, enabling you to easily engage with your prospects. Streamline your marketing efforts and keep your connections organized with this efficient automation.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    ClickSend SMSClickSend SMS
    Create Contact

    Creates a new contact in a list.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

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 more

Related categories

  • CRM (Customer Relationship Management)

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clicksend logo

About ClickSend SMS

ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
Learn more

Related categories

  • Phone & SMS