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Capsule CRM + SendMe

Create or update SendMe contacts for new or updated Capsule CRM opportunities

Stay updated on the latest opportunities in Capsule CRM and seamlessly manage your contacts in SendMe with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, the contact information will be created or updated in SendMe accordingly. This smooth process not only saves valuable time but also ensures that your SendMe contacts remain consistent and up-to-date with Capsule CRM data.

Stay updated on the latest opportunities in Capsule CRM and seamlessly manage your contacts in SendMe with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, the contact information will be created or updated in SendMe accordingly. This smooth process not only saves valuable time but also ensures that your SendMe contacts remain consistent and up-to-date with Capsule CRM data.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    SendMeSendMe
    Create or Update Contact

    Create or Update contact in Sendme

    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
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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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sendme logo
sendme logo

About SendMe

Sendme is a service for sending SMS automatically

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