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Capsule CRM + Textdrip

Create contacts and apply drip campaigns in Textdrip for new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities and streamline your communication process with this automation. Whenever a new or updated opportunity occurs in Capsule CRM, this workflow will create a contact in the Textdrip app and apply a pre-selected drip campaign to them. Save time and improve efficiency with this seamless connection between your CRM and marketing efforts.

Stay on top of your Capsule CRM opportunities and streamline your communication process with this automation. Whenever a new or updated opportunity occurs in Capsule CRM, this workflow will create a contact in the Textdrip app and apply a pre-selected drip campaign to them. Save time and improve efficiency with this seamless connection between your CRM and marketing efforts.

  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!
    TextdripTextdrip
    Create Contact and Apply Drip Campaign

    Creates a contact in Textdrip and applies a drip campaign to the 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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textdrip logo
textdrip logo

About Textdrip

Textdrip is an SMS marketing automation tool to streamline your client communication & scale outreach efforts.

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