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Capsule CRM + Project Broadcast

Create Project Broadcast contacts for new or updated Capsule CRM contacts

Keep your Capsule CRM and Project Broadcast contacts up-to-date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, a new contact will be created in Project Broadcast. Enjoy a well-organized and consistent communication with your customers without manual effort.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create ContactCreates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
ActionWrite

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More things you can do with Capsule CRM and Project Broadcast

Discover other triggers and actions you can use with Capsule CRM and Project Broadcast

- 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 Id or Phone Number
  Required
- Keyword
  Required
Action
Write
- Contact Id or Phone Number
  Required
- Message Text
  Required
Action
Write
- Phone Number
  Required
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
- Contact Id or Phone Number
  Required
- Campaign Name
  Required
Action
Write
- Phone
  Required
- Email
- First Name
- Last Name
- Tags
Action
Write
- Phone
  Required
- Email
- First Name
- Last Name
- Company
- Tags
Action
Write
- Phone
  Required
- Email
- First Name
- Last Name
- Tags
Action
Search or 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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Project Broadcast

Project Broadcast is a robust business texting platform that allows you to communicate with your customers with ease while maintaining that personal connection.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Add keywords to Project Broadcast for new or updated Capsule CRM contacts

Related Zap Templates

Add keywords to Project Broadcast for new or updated Capsule CRM contacts