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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.

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.

  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!
    Heymarket SMSHeymarket SMS
    Send Custom Message

    Sends a custom text message.

    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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heymarket logo

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 more

Related categories

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

Related Zap Templates

 

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