Capsule CRM + Connectly.ai

Capsule CRM + Connectly.ai integrations

Send whatsapp template messages for new or updated Capsule CRM opportunities via Connectly.ai

Stay on top of your sales game by sending timely notifications to your team. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a WhatsApp template message is sent via Connectly.ai. Keep your team informed and ensure smooth communication, helping you close deals faster.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send a WhatsApp Template MessageSend a WhatsApp template message through your connected WhatsApp Business Account on Connectly.ai
ActionWrite

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More things you can do with Capsule CRM and Connectly.ai

Discover other triggers and actions you can use with Capsule CRM and Connectly.ai

- 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
- Button Response
Trigger
Instant
Try It
- Phone number
  Required
- Message Text
  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
- Delivery Status
Trigger
Instant
Try It
- Template Name
  Required
- Language
  Required
- Phone Number
- Parameter Name
- Parameter Value
- Campaign Name
Action
Write

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.

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CRM (Customer Relationship Management)

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About Connectly.ai

Connectly uses AI to simplify how you talk to your customers across WhatsApp, SMS, Facebook Messenger and Instagram. Drive engagement, increase conversions and make customers happy — all from one place.

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Related categories

Communication