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Capsule CRM + Zoho Mail

Send emails in Zoho Mail for new or updated contacts in Capsule CRM

Stay on top of your Capsule CRM contacts with this efficient workflow. Whenever a new or updated contact is added in Capsule CRM, an email will be sent through Zoho Mail to keep you in the loop. With this automation, you'll never miss an important update and can effortlessly manage your contacts.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Send EmailCreate and send a new email message.
ActionWrite

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More things you can do with Capsule CRM and Zoho Mail

Discover other triggers and actions you can use with Capsule CRM and Zoho Mail

- 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
- Group Result
- Account Details
- Search Value
  Required
Trigger
Polling
Try It
- Account Details
- To
  Required
- Cc
- BCC
- From
  Required
- Subject
  Required
- Body Type
- Body
  Required
Action
Write
- Account Details
- Tag Name
  Required
- Tag Color
Action
Write
- To
  Required
- Cc
- BCC
- From
  Required
- Subject
  Required
- Body Type
- Body
  Required
- Attachments
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
- Folder Name
- Group Result
- Account Details
Trigger
Polling
Try It
- Tag Name
  Required
- Group Result
- Account Details
Trigger
Polling
Try It
- Account Details
- Folder Name
  Required
- Parent Folder
Action
Write
- Task Title
  Required
- Task Description
- Due Date
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

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About Zoho Mail

Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.

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Related Zap Templates

Create Zoho Mail drafts for new or updated Capsule CRM contacts

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Create Zoho Mail drafts for new or updated Capsule CRM contacts