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Capsule CRM + WinSMS

Send sms to WinSMS for new or updated Capsule CRM contacts

Stay connected with your clients by sending them timely SMS updates whenever their details are updated in your CRM. With this workflow, each time there's a new or updated contact in Capsule CRM, an SMS will be sent via the WinSMS app to keep your clients informed. This automation saves you time and helps maintain engagement with your clients.

Stay connected with your clients by sending them timely SMS updates whenever their details are updated in your CRM. With this workflow, each time there's a new or updated contact in Capsule CRM, an SMS will be sent via the WinSMS app to keep your clients informed. This automation saves you time and helps maintain engagement with your clients.

  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!
    WinSMSWinSMS
    Send SMS

    Sends an SMS message to the specified recipient(s).

    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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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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winsms logo

About WinSMS

WinSMS is a bulk SMS gateway providing two way communication for SMS messaging.

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