Capsule CRM + TextMagic SMS
Look up phone numbers in TextMagic SMS for new or updated opportunities in Capsule CRM
Stay up-to-date with your Capsule CRM opportunities and easily access necessary contact information with this efficient workflow. When a new or updated opportunity occurs in Capsule CRM, this automation retrieves the phone number tied to the opportunity using the TextMagic SMS app. With this streamlined process, you can quickly connect with leads and close deals without manually searching for their contact details.
Stay up-to-date with your Capsule CRM opportunities and easily access necessary contact information with this efficient workflow. When a new or updated opportunity occurs in Capsule CRM, this automation retrieves the phone number tied to the opportunity using the TextMagic SMS app. With this streamlined process, you can quickly connect with leads and close deals without manually searching for their contact details.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Look Up Phone Number
Retrieves additional information about a phone number: region-specific phone number formatting, carrier, phone type (landline/mobile) and country information.
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