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Capsule CRM + CM.com

Send text messages for new or updated opportunities in Capsule CRM with CM.com

Stay in touch with your clients and close deals more efficiently with this Capsule CRM and CM.com workflow. Every time there's a new or updated opportunity in Capsule CRM, a text message will be sent via CM.com to keep everyone informed, ensuring a smooth and prompt follow-up. Let this automation do the work for you, so you can focus on building relationships and growing your business.

Stay in touch with your clients and close deals more efficiently with this Capsule CRM and CM.com workflow. Every time there's a new or updated opportunity in Capsule CRM, a text message will be sent via CM.com to keep everyone informed, ensuring a smooth and prompt follow-up. Let this automation do the work for you, so you can focus on building relationships and growing your business.

  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!
    CM.comCM.com
    Send Text (SMS/Push) Message

    Sends an SMS or Push message to one or multiple people.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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cm logo

About CM.com

CM is a mobile messaging, voice, authentication and payment platform that enables you to engage with your target audience by mobile communication.

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