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Capsule CRM + Mobiz SMS

Create Mobiz SMS contacts for Capsule CRM new or updated contacts

Effortlessly keep your contacts in sync between Capsule CRM and Mobiz SMS with this automation. Whenever a new or updated contact appears in Capsule CRM, a corresponding contact will be created in Mobiz SMS. Save time and ensure consistency between your CRM and SMS marketing campaigns with this seamless workflow.

Effortlessly keep your contacts in sync between Capsule CRM and Mobiz SMS with this automation. Whenever a new or updated contact appears in Capsule CRM, a corresponding contact will be created in Mobiz SMS. Save time and ensure consistency between your CRM and SMS marketing campaigns with this seamless workflow.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Mobiz SMSMobiz SMS
    Create Contact

    Creates a contact. "** You are required to have the correct SMS contact permissions for these contacts. Depending on your account settings within the Mobiz app, an SMS may be sent to these contacts that are synced. Should you require more information, please contact the Mobiz support team **".

    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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
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

Related categories

  • CRM (Customer Relationship Management)

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mobiz-sms logo
mobiz-sms logo

About Mobiz SMS

Mobiz is a service that enables a business owner or marketer to create personalised SMS campaigns with a personalised and feature-rich landing page.

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