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Capsule CRM + SMS Alert

Create SMS Alert contacts from new or updated Capsule CRM contacts

Stay up-to-date with your Capsule CRM contacts by automatically sending their information to SMS Alert. This workflow will trigger when a new or updated contact is detected in Capsule CRM and then create a contact in SMS Alert, ensuring seamless communication with your customers. Save time and maintain consistency with this efficient automation.

Stay up-to-date with your Capsule CRM contacts by automatically sending their information to SMS Alert. This workflow will trigger when a new or updated contact is detected in Capsule CRM and then create a contact in SMS Alert, ensuring seamless communication with your customers. Save time and maintain consistency with this efficient automation.

  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!
    SMS AlertSMS Alert
    Create Contact

    Creates a contact in a particular group.

    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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sms-alert logo
sms-alert logo

About SMS Alert

SMS Alert is a enterprise grade transactional and promotional SMS platform.

Related categories