Capsule CRM + Mobiz SMS
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.
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 Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!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 **".
- Free forever for core features
- 14 day trial for premium features & apps
