Capsule CRM + TextP2P

Capsule CRM + TextP2P integrations

Create TextP2P contacts from new or updated Capsule CRM opportunities

Stay connected with your potential clients by automating the process of adding new or updated opportunities from Capsule CRM to TextP2P as contacts. This simple yet effective workflow ensures that you never miss a chance to engage with your prospects, making it easier to maintain strong relationships and drive successful outcomes.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ContactCreates a Contact associated to a list within TextP2P
ActionWrite

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More things you can do with Capsule CRM and TextP2P

Discover other triggers and actions you can use with Capsule CRM and TextP2P

- 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
- List Name
  Required
Trigger
Polling
Try It
- List
  Required
- Phone
  Required
- Email
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zip
- Country
- Custom Field #1
- Custom Field #2
- Custom Field #3
- tag(s)
Action
Write
- External Calendar ID
  Required
Action
Write
- PHONE
  Required
- AUDIO FILE
  Required
- CALLER ID
- SCHEDULED DATE
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
Get Unsubscribers
Triggers when a contact opts-out of receiving texts by replying STOP.
Trigger
Polling
Try It
- List
  Required
- Phone
  Required
Action
Write
- External Calendar ID
  Required
- Title
  Required
- Location
- Description
- Event Start
  Required
- Event End
  Required
- Attendee Emails
- Creator's Email
Action
Write
- List
  Required
- Phone
  Required
Action
Write
- PHONE
  Required
- Text Message
  Required
- MMS Media URL
- Scheduled Date & Time
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.

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About TextP2P

TextP2P is a SMS & MMS text marketing system that enables you to cultivate better relationships with customers and streamline follow-ups.

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Phone & SMS