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Capsule CRM + Ryver

Create Ryver chat messages for new or updated Capsule CRM contacts

Keep your team informed about new or updated contacts in your Capsule CRM by automatically sending chat messages in Ryver. This workflow ensures that important CRM information is shared with your team in real time, improving collaboration and ensuring that everyone stays up-to-date on client or prospect updates.

Keep your team informed about new or updated contacts in your Capsule CRM by automatically sending chat messages in Ryver. This workflow ensures that important CRM information is shared with your team in real time, improving collaboration and ensuring that everyone stays up-to-date on client or prospect updates.

  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!
    RyverRyver
    Create Chat Message

    Create a new chat message.

    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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ryver logo
ryver logo

About Ryver

Ryver organizes all your collaboration in one app with team chat, task management, and voice and video calls.

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