Capsule CRM + TextSanity

Capsule CRM + TextSanity integrations

Create TextSanity contacts from new or updated Capsule CRM contacts

Effortlessly manage your contacts across Capsule CRM and TextSanity with this seamless workflow. Whenever a new or updated contact appears in Capsule CRM, it will create a contact in TextSanity, ensuring your contact information is consistently up-to-date across both platforms. Stay organized and save time by eliminating manual data entry and double-handling with this handy automation.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create ContactCreates a contact
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 TextSanity

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

- 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
- Filter Contacts By Tags
Trigger
Polling
Try It
- Phone
  Required
- Keyword
  Required
Action
Write
- Phone Number
  Required
- Message To Send
  Required
- Date To Send Message
  Required
- Time To Send Message
  Required
- Combined Name
- FIrst Name
- Last Name
- Email
- Birthday
- Notes
- Tags
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
- Keyword
  Required
Trigger
Polling
Try It
- Phone Number
- Combined Name
- First Name
- Last Name
- Email
- Birthday
- Notes
- Tags
Action
Write
- Phone Number
  Required
- Message To Send
  Required
- Combined Name
- First Name
- Last Name
- Email
- Birthday
- Notes
- Tags
Action
Write
- Phone Number
  Required
- Opt-in Message
- Combined Name
- FIrst Name
- Last Name
- Email
- Birthday
- Notes
- Tags
- Drip Campaigns
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 TextSanity

Connect TextSanity with apps you use everyday. Integrate with 3,000 apps on Zapier - it's the easiest way to automate your text marketing.

HelpHelp

Related categories

Phone & SMS

Related Zap Templates

Initiate TextSanity keywords for new or updated Capsule CRM contacts

Initiate TextSanity keywords for new or updated Capsule CRM opportunities