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Capsule CRM + Routee

Create or update Routee contacts when new or updated Capsule CRM contacts are detected

Keep your Capsule CRM and Routee contacts up-to-date with this seamless workflow. When a new or updated contact is detected in Capsule CRM, the automation will create or update the corresponding contact in Routee. Save time and maintain accurate customer information across both platforms without any manual effort.

Keep your Capsule CRM and Routee contacts up-to-date with this seamless workflow. When a new or updated contact is detected in Capsule CRM, the automation will create or update the corresponding contact in Routee. Save time and maintain accurate customer information across both platforms without any manual effort.

  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!
    RouteeRoutee
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    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

    • Value

    • 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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routee logo
routee logo

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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