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Capsule CRM + Kudosity

Add or update Kudosity contacts for new or updated opportunities in Capsule CRM

Effortlessly maintain consistency between your Capsule CRM opportunities and Kudosity contacts using this streamlined workflow. When an opportunity is created or updated in Capsule CRM, the corresponding contact is simultaneously added or updated in Kudosity. This automation ensures accurate contact information across both platforms, ultimately saving you time and improving communication efficiency with clients and potential leads.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates a contact on a Burst SMS list.
ActionWrite

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More things you can do with Capsule CRM and Kudosity

Discover other triggers and actions you can use with Capsule CRM and Kudosity

- 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
Link Hit
Triggers when a recipient clicks on Burst SMS Short URL.
Trigger
Instant
Try It
SMS Received to Inbox
Triggers when there's a new messages found in your SMS Inbox. Will also automatically detect an email address in the message and return this in the response.
Trigger
Polling
Try It
SMS Sent
Triggers when an SMS is sent. (WARNING: Do not use this trigger with the Send SMS Action for Burst SMS as this will cause a loop).
Trigger
Polling
Try It
- Message ID
  Required
Action
Write
- Mobile Number
  Required
- Country Code
  Required
Action
Write
- Message ID
  Required
- Mobile Phone
  Required
Action
Write
- Message
  Required
- Tracked Link
- List
  Required
- Sender ID
- Send At
- Forward Replies to URL
Action
Write
- List
  Required
- Mobile Phone
  Required
- Format Number
Action
Search

- 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 Report Received
Triggers when a delivery report is received for a message. Report values are "delivered", "pending", "hard-bounce", "soft-bounce".
Trigger
Instant
Try It
- List Name
Trigger
Instant
Try It
- Virtual Mobile Number
Trigger
Instant
Try It
- Mobile Phone
  Required
- List
  Required
- Format Number
- First Name
- Last Name
Action
Write
- List
  Required
- Mobile Phone
  Required
Action
Write
- Message ID
  Required
- Mobile Number
  Required
Action
Write
- Message
  Required
- Tracked Link
- Recipient Mobile Number
  Required
- Format Number
- Sender ID
- Send At
- Forward Replies to URL
Action
Write
- Start Date
  Required
- End Date
  Required
- List ID
- Virtual Number
- Message Type
- Page
- Max
- Response Style
Action
Search

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 moreLearn moreHelpHelp

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About Kudosity

Kudosity is a secure SMS platform for business, empowering marketers and developers to send reliable text messages, and build stronger customer relationships.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS