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Capsule CRM + SimpleTexting

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

Stay on top of your Capsule CRM opportunities and never miss a chance to connect with a contact using SimpleTexting. This automation ensures that whenever there's a new or updated opportunity in Capsule CRM, the corresponding contact gets updated or created in SimpleTexting. Increase your communication efficiency, save time, and focus on closing deals while the workflow takes care of managing your contacts.

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

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More things you can do with Capsule CRM and SimpleTexting

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

- 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
- Account phone
- Contact phone
Trigger
Instant
Try It
- Account phone
- Contact phone
Trigger
Instant
Try It
- List name
- Phone number
  Required
- First name
- Last name
- Email
- Notes
- Birthday
Action
Write
- Title
  Required
- List names
- Segment names
- Account phone
- Message mode
- Text body
  Required
- Unsubscribe text
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
- Account phone
- Contact phone
Trigger
Instant
Try It
- Account phone
- Contact phone
Trigger
Instant
Try It
- Contact phone
Trigger
Instant
Try It
- Phone number
  Required
Action
Write
- Account phone
- Contact phone
  Required
- Message mode
- Text body
  Required
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.

Learn moreLearn moreHelpHelp

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About SimpleTexting

SimpleTexting is a text messaging platform that helps you reach your customers using one of the most effective channels: their text inbox. Send promotions, alerts, polls or reminders to your entire list in a matter of seconds.

HelpHelp

Related categories

Phone & SMS

Related Zap Templates

Send messages in SimpleTexting for new or updated opportunities in Capsule CRM

Update SimpleTexting contacts with new or updated Capsule CRM contacts