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Capsule CRM + Protexting

Update Protexting contacts when new or updated contacts occur in Capsule CRM

Keep your Capsule CRM contacts up-to-date with this workflow that links it to Protexting. Whenever a new or updated contact is detected in Capsule CRM, the contact information will be updated in Protexting, ensuring that your database remains accurate and efficient for communication purposes. Save time and maintain consistency between apps with this seamless automation.

Keep your Capsule CRM contacts up-to-date with this workflow that links it to Protexting. Whenever a new or updated contact is detected in Capsule CRM, the contact information will be updated in Protexting, ensuring that your database remains accurate and efficient for communication purposes. Save time and maintain consistency between apps with this seamless automation.

  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!
    ProtextingProtexting
    Update Contact

    Update Contact by Phone Number

    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
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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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Related categories

  • CRM (Customer Relationship Management)

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protexting logo
protexting logo

About Protexting

ProTexting is a provider of SMS and MMS messaging tools.

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