Capsule CRM + Mobilize US

Capsule CRM + Mobilize US integrations

Create Mobilize US messages for new or updated Capsule CRM contacts

Stay connected with your Capsule CRM contacts by sending personalized messages through Mobilize US. This workflow automatically creates a message in Mobilize US whenever there's a new or updated contact in Capsule CRM, ensuring effective communication and helping you maintain strong relationships with your contacts.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create a New MessageCreates a new text message to be send to your contacts and/or groups.
ActionWrite

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More things you can do with Capsule CRM and Mobilize US

Discover other triggers and actions you can use with Capsule CRM and Mobilize US

- 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
- Cell Phone
  Required
- First Name
- Last Name
- Company Name
- Primary Email
- Secondary Email
Action
Write
- Message
  Required
- Keyword
  Required
- Send Message Immediately?
  Required
- Future Send Date Time
- Cell Phone Number
- Contact
- Group
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
- Group Id
  Required
- Contacts
  Required
Action
Write
- Group Name
  Required
- Group Description
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 Mobilize US

Mobilize US allows you to send text messages to your contacts, create and launch surveys, and target your communication to groups.

HelpHelp

Related categories

Phone & SMS