Capsule CRM + Textdrip

Capsule CRM + Textdrip integrations

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.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Contact and Apply Drip CampaignCreates a contact in Textdrip and applies a drip campaign to the contact. Drip Campaign accepts: Drip Campaign ID, Drip Flow ID, Bucket ID
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and Textdrip

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

- 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
- Phone (19993339999)
  Required
- Date/Time
  Required
- Message to be sent
  Required
Action
Write
- Phone
  Required
- Campaign ID
  Required
Action
Write
- Name (full Name)
  Required
- Phone
  Required
- Email
- Birth Date 2023-01-01
- Address
- State
- Zip Code
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Lead Source
Action
Write
- Drip Campaign ID
  Required
- Full Name
  Required
- Phone Number
  Required
- Email
- Date of birth
- Street Address
- State
- Zip Code
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Lead Source
Action
Write
- Phone Number
  Required
Action
Write
- Date
  Required
Action
Write
Get All Tags
Get all tags on account
Action
Write
- Phone
  Required
- Page
  Required
Action
Write
- Search
- Page
  Required
Action
Write
Get Images
returns images available on account
Action
Write
Get Pipelines
Get all pipelines available on account
Action
Write
- Phone Number
  Required
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
- Contact ID
  Required
- Campaign ID
  Required
Action
Write
- Contact Id
  Required
Action
Write
- Contact ID
  Required
- Pipeline ID
Action
Write
- Name (full name)
  Required
- Phone
  Required
- Email
- Birthdate
- Address
- State
- Zip code
- Campaign ID
  Required
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Tag 1
  Required
- Tag 2
- Quote
- Lead Source
Action
Write
- Phone Token
  Required
Action
Write
- ID
  Required
Action
Write
- To Number
  Required
- Message Body
  Required
Action
Write
Get Drip Campaigns and Buckets
This will return all needed information for campaigns and buckets on your account
Action
Write
- Phone
  Required
Action
Write
- Campaign ID
  Required
Action
Write
Get Phone Number List
Returns json list of available phone numbers
Action
Write
Get Quick Responses
Get quick responses you have setup on your account
Action
Write
- Phone
  Required
- Name
- Email
- Address
- State
- Zip code
- Birth Date
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Tag 1
- Tag 2
- Quote Amount
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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

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

About Textdrip

Textdrip is a business sms texting, sends drips, and follows up with leads through fast, reliable SMS workflows that connect Textdrip to any app in Zapier.

HelpHelp

Related categories

Phone & SMS