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Capsule CRM + Salesmsg

Send text messages for new or updated opportunities in Capsule CRM via Salesmsg

Stay on top of your Capsule CRM opportunities by getting instant SMS notifications via Salesmsg. This automation initiates when a new or updated opportunity is detected in Capsule CRM, and then promptly sends you a text message through Salesmsg. Never miss an important update and keep your sales process moving forward seamlessly.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send a Text Message (SMS / MMS)Sends a new SMS or MMS asynchronous text message.
ActionWrite

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More things you can do with Capsule CRM and Salesmsg

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

- 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
- Phone Number
Trigger
Instant
Try It
New Contact
Triggers when you add a new contact.
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Instant
Try It
- Phone Number
  Required
- Note Text
  Required
Action
Write
- Send From
  Required
- Send To
  Required
- Message
  Required
- Media URL (MMS Message)
- Apply Tags
Action
Write
- Phone Number or Email Address
  Required
- Tags Name
  Required
Action
Write
- Send From
  Required
- Send To (Phone Number)
  Required
- SMS Text Message
  Required
- Media URL (MMS Message)
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search by Field
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
New Contact Opted-Out
Triggers when a contact has opted-out.
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Phone Number or Email Address
  Required
- Tag Names
  Required
Action
Write
- Phone Number
  Required
- First name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Phone number
  Required
Action
Write
- Send From
  Required
- Send To (Phone Number)
  Required
- Audio Link
  Required
Action
Write
- Search by Field
  Required
- Apply Tag
- Unsubscribe from
Action
Write
- Search by Field
  Required
Action
Search
- Search by Field
  Required
- Phone Number
  Required
- First Name
- Last Name
- Email Address
- Apply Tag
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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About Salesmsg

Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from real local phone numbers.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Send text messages in Salesmsg for new or updated contacts in Capsule CRM

Create or update Salesmsg contacts with new or updated Capsule CRM contacts