Capsule CRM + Textline

Capsule CRM + Textline integrations

Create or update Textline contacts from new or updated Capsule CRM opportunities

Keep your sales and support teams connected by updating Textline contacts with new or updated opportunities in Capsule CRM. With this automation, every time there's a change in an opportunity in Capsule CRM, the contact details will be automatically updated or created in Textline. Streamline your workflow and ensure everyone has up-to-date information on your leads and customers.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create/Update ContactCreates or updates an entry in your Textline address book.
ActionWrite

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More things you can do with Capsule CRM and Textline

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

- 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 Number
  Required
- Department
  Required
- Message Body
  Required
Action
Write
- Phone Number
  Required
- Department
  Required
- Message Body
  Required
Action
Write
- Agent
  Required
- Make Available
  Required
Action
Write
- Email
  Required
Action
Search

- 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
New Contact Message
Triggers when a contact sends you a new message.
Trigger
Instant
Try It
- Department
  Required
- Title
- Message Body
  Required
- Recipient Group
  Required
- Phone Number(s)
- Tag
- Saved Search
- Scheduled to Send At
Action
Write
- Survey
  Required
- Recipient Group
  Required
- Phone Number(s)
- Tag
- Saved Search
- CSAT Department
- CSAT Agent
Action
Write
- Phone Number
  Required
- Name
- Notes
- Tags
- Tags Handling
Action
Write
- Phone Number
  Required
Action
Search

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

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About Textline

Textline is a text messaging platform for your business. Share one or more phone numbers for receiving, managing, & responding to messages.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

Related Zap Templates

Create or update Textline contacts for new or updated Capsule CRM contacts

Send messages in Textline for new or updated contacts in Capsule CRM