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Capsule CRM + SuperPhone

Create SuperPhone contacts for new or updated Capsule CRM opportunities

Effortlessly keep your contacts up to date across your CRM and communication tools with this Capsule CRM to SuperPhone automation. Once set up, each time there's a new or updated opportunity in Capsule CRM, a contact will be created in SuperPhone, ensuring your clients' information stays consistent and easily accessible. Stay organized, improve communication, and boost your productivity with this seamless workflow.

Effortlessly keep your contacts up to date across your CRM and communication tools with this Capsule CRM to SuperPhone automation. Once set up, each time there's a new or updated opportunity in Capsule CRM, a contact will be created in SuperPhone, ensuring your clients' information stays consistent and easily accessible. Stay organized, improve communication, and boost your productivity with this seamless workflow.

  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!
    SuperPhoneSuperPhone
    Create a Contact

    Creates a contact.

    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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
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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superphone logo
superphone logo

About SuperPhone

SuperPhone is a text marketing platform with broadcasts and 1-to-1 chat to help grow your text marketing channel.

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