Capsule CRM + Zenvia Conversion

Capsule CRM + Zenvia Conversion integrations

Send messages in Zenvia Conversion for new or updated opportunities in Capsule CRM

Keep your sales team informed and efficient with this automation. Whenever there's a new or updated opportunity in Capsule CRM, this workflow sends a message through the Zenvia Conversation app using a predefined template. It ensures that your team stays updated and can follow up on opportunities promptly, streamlining your sales process.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send Message TemplateSends a Message Template from any communication channel listed
ActionWrite

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More things you can do with Capsule CRM and Zenvia Conversion

Discover other triggers and actions you can use with Capsule CRM and Zenvia Conversion

- Action
  Required
Trigger
Instant
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- 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
Successful Call
Triggers when a call to a prospect is successful.
Trigger
Instant
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- The app to listen events from
  Required
Trigger
Instant
Try It
Prospect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
Trigger
Instant
Try It
Sale Loaded (Accepted Quote)
Triggers when a quote sale is loaded.
Trigger
Instant
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New Note
Triggers when a Note is left on a prospect.
Trigger
Instant
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WhatsApp Message Received
Triggers when the business receives a WhatsApp message.
Trigger
Instant
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Close Contact
Closes a contact with the defined close reason. It is very important to configure the zapier integration in Sirena to act as a user.
Action
Write
- Prospect
  Required
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
Prospect Archived
Triggers when a prospect is archived.
Trigger
Instant
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Unsuccessful Call
Triggers when a call to a prospect is unsuccessful.
Trigger
Instant
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- Fields
Trigger
Instant
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Reminder Set
Triggers when a prospect reminder is set.
Trigger
Instant
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Visit Logged
Triggers when a prospect visit is logged.
Trigger
Instant
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Prospect Transferred
Triggers when a prospect is transferred to an agent or group.
Trigger
Instant
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WhatsApp Message Sent
Triggers when the business sends a WhatsApp message.
Trigger
Instant
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- FirstName
  Required
- LastName
- Phones
- Emails
- Category
- Address
- SubLocality
- Locality
- Region
- Country
- ZipCode
- Source
- Campaign
- Medium
- Provider
- ListingUrl
- Comments
- Store
- ProviderLeadId
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 Zenvia Conversion

Zenvia Conversion helps you respond to WhatsApp, Instagram and Facebook Messenger through a centralized account and transform your sales processes in the messaging era.

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CRM (Customer Relationship Management)

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Zapier Forms

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Related Zap Templates

Create leads in Zenvia Conversion for new or updated contacts in Capsule CRM

Related Zap Templates

Create leads in Zenvia Conversion for new or updated contacts in Capsule CRM