Capsule CRM + Routee

Capsule CRM + Routee integrations

Create or update Routee contacts from new or updated Capsule CRM opportunities

Efficiently manage your contacts and opportunities with this Capsule CRM-Routee automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create or update the corresponding contact in Routee, ensuring your client information remains up-to-date and well-organized. Stay in control of your customer relationships by streamlining your data management process.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update ContactCreates a new contact, or updates an existing contact.
ActionWrite

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More things you can do with Capsule CRM and Routee

Discover other triggers and actions you can use with Capsule CRM and Routee

- 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
- First Name
  Required
- Last Name
  Required
- Mobile Phone
  Required
- VIP
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
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
- Message body
  Required
- From
  Required
- To
  Required
- Flash
- Label
- CallbackUrl
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 Routee

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

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Related categories

Phone & SMS

Related Zap Templates

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

Related Zap Templates

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