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Capsule CRM + SlickText

Opt in contacts to SlickText from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts updated and engaged by seamlessly adding them to your SlickText marketing list with this efficient workflow. Whenever a new or updated contact is added in Capsule CRM, they will be automatically opted-in to your chosen SlickText list. This way, you can be confident your marketing efforts reach your CRM contacts and nurture your relationships effectively.

Keep your Capsule CRM contacts updated and engaged by seamlessly adding them to your SlickText marketing list with this efficient workflow. Whenever a new or updated contact is added in Capsule CRM, they will be automatically opted-in to your chosen SlickText list. This way, you can be confident your marketing efforts reach your CRM contacts and nurture your relationships effectively.

  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!
    SlickTextSlickText
    Opt in Contact

    Opts a new contact into one of your text messaging lists. Each person will have to reply "YES" or "Y" to a confirmation text that is sent to them before completing their subscription.

    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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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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Related categories

  • CRM (Customer Relationship Management)

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slicktext logo

About SlickText

SlickText provides businesses and organizations with SMS marketing and mass text messaging solutions.

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