Capsule CRM + Mobiz SMS

Capsule CRM + Mobiz SMS integrations

Create contacts in Mobiz SMS for new or updated opportunities in Capsule CRM

Streamline your sales process and enhance communication by connecting Capsule CRM with Mobiz SMS. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a contact will be created in Mobiz SMS. This automation helps you stay organized and ensures timely follow-ups with potential clients, making your sales process more efficient.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ContactCreates 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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More things you can do with Capsule CRM and Mobiz SMS

Discover other triggers and actions you can use with Capsule CRM and Mobiz 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
Contact Created or Updated
Triggers when a new contact is created or updated.
Trigger
Polling
Try It
- Contact phone
- Contact email
- List
Action
Write
- Contact phone
- Contact email
- Contact id
Action
Write
Update Contact
Updates a contact
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
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
Contact Unsubscribed
Triggers when a contact has been unsubscribed.
Trigger
Polling
Try It
- Phone
- List
Action
Write
- Contact email
- Contact phone
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 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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Related categories

Communication

Related Zap Templates

Create Mobiz SMS contacts for Capsule CRM new or updated contacts

Related Zap Templates

Create Mobiz SMS contacts for Capsule CRM new or updated contacts