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Capsule CRM + Textline

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

Keep your Capsule CRM and Textline contacts up-to-date with this seamless workflow. When a new or updated contact is detected in Capsule CRM, the contact information will be created or updated in the Textline app, ensuring your contact database is consistently accurate and organized. Save time and eliminate manual data entry while maintaining accurate records across platforms.

Keep your Capsule CRM and Textline contacts up-to-date with this seamless workflow. When a new or updated contact is detected in Capsule CRM, the contact information will be created or updated in the Textline app, ensuring your contact database is consistently accurate and organized. Save time and eliminate manual data entry while maintaining accurate records across platforms.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    TextlineTextline
    Create/Update Contact

    Creates or updates an entry in your Textline address book.

    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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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.
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Related categories

  • CRM (Customer Relationship Management)

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textline logo
textline logo

About Textline

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

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