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Capsule CRM + Customers.ai

Send messages in Customers.ai for new or updated opportunities in Capsule CRM

Stay updated with your Capsule CRM opportunities and instantly communicate with your team using this efficient automation workflow. Whenever there's a new or updated opportunity in Capsule CRM, this workflow sends a message through the Customers.ai app, ensuring that your team is always in the loop and can act promptly to leverage the opportunity. Enhance your team's coordination and never miss an update with this seamless integration between Capsule CRM and Customers.ai.

Stay updated with your Capsule CRM opportunities and instantly communicate with your team using this efficient automation workflow. Whenever there's a new or updated opportunity in Capsule CRM, this workflow sends a message through the Customers.ai app, ensuring that your team is always in the loop and can act promptly to leverage the opportunity. Enhance your team's coordination and never miss an update with this seamless integration between Capsule CRM and Customers.ai.

  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!
    Customers.aiCustomers.ai
    Send Message

    Sends a message to a contact.

    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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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 moreHelp

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  • CRM (Customer Relationship Management)

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About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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