Capsule CRM + Project Broadcast

Create Project Broadcast contacts for new or updated Capsule CRM contacts

Keep your Capsule CRM and Project Broadcast contacts up-to-date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, a new contact will be created in Project Broadcast. Enjoy a well-organized and consistent communication with your customers without manual effort.

Keep your Capsule CRM and Project Broadcast contacts up-to-date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, a new contact will be created in Project Broadcast. Enjoy a well-organized and consistent communication with your customers without manual effort.

  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!
    Project BroadcastProject Broadcast
    Create Contact

    Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

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 more

Related categories

  • CRM (Customer Relationship Management)

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project-broadcast logo
project-broadcast logo

About Project Broadcast

Project Broadcast is a robust business texting platform that allows you to communicate with your customers with ease while maintaining that personal connection.
Learn more

Related categories

  • Phone & SMS