Capsule CRM + Heymarket SMS

Send custom messages for new or updated Capsule CRM opportunities with Heymarket SMS

Stay updated on your Capsule CRM opportunities by sending custom SMS notifications through Heymarket. With this automation workflow, whenever a new or updated opportunity emerges in Capsule CRM, a custom message will be sent via Heymarket SMS. Save time and maintain seamless communication by keeping relevant team members informed about important updates in your sales opportunities.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send Custom MessageSends a custom text message.
ActionWrite

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More things you can do with Capsule CRM and Heymarket SMS

Discover other triggers and actions you can use with Capsule CRM and Heymarket SMS

- 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
New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- Phone Number
- Email Address
- Note
- List
- Name
Action
Write
- Action
  Required
- List
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Template
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Phone Number
  Required
- Message
  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
- Inbox
  Required
- Chat Direction
  Required
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- Phone Number
- Email Address
- Note
- List
- Name
Action
Write
- Action
  Required
- List
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Template
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Phone Number
  Required
- Message
  Required
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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About Heymarket SMS

Heymarket SMS is a business texting with customers and employees. Your team gets shared inboxes, templates, and workflows to message quickly and securely from all the major messaging apps in one place.

Learn moreLearn moreHelpHelp

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Phone & SMS

Related Zap Templates

Create or update Heymarket SMS contacts from new or updated Capsule CRM contacts

Create or update Heymarket SMS contacts from new or updated Capsule CRM opportunities