Capsule CRM + Spoki

Capsule CRM + Spoki integrations

Send Spoki templates for new or updated Capsule CRM opportunities

Effortlessly keep your team up-to-date with Capsule CRM opportunities using this workflow. Whenever a new or updated opportunity arises in Capsule CRM, an SMS message with a tailored template will be sent via the Spoki app. Save time, improve communication, and stay organized by automating this crucial task in your customer relationship management process.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send TemplateSends a Template
ActionWrite

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More things you can do with Capsule CRM and Spoki

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

- 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
- ID Template
  Required
- Phone
  Required
- Email
- First Name
- Last Name
- Language
- Custom Fields
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
- Phone
  Required
- Email
- First Name
- Last Name
- Language
- Custom Fields
Action
Write
- ID Automation
  Required
- Phone
  Required
- Email
- First Name
- Last Name
- Language
- Custom Fields
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.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Spoki

Spoki allows you to automate and use Whatsapp in your communication and marketing strategy. You can interact with your customers in a completely new way, adding buttons on your pre-approved template messages.

Learn moreLearn moreHelpHelp

Related categories

Communication

Related Zap Templates

Create or update Spoki contacts from new or updated Capsule CRM contacts

Related Zap Templates

Create or update Spoki contacts from new or updated Capsule CRM contacts