Capsule CRM + Mobilize US

Create Mobilize US messages for new or updated Capsule CRM contacts

Stay connected with your Capsule CRM contacts by sending personalized messages through Mobilize US. This workflow automatically creates a message in Mobilize US whenever there's a new or updated contact in Capsule CRM, ensuring effective communication and helping you maintain strong relationships with your contacts.

Stay connected with your Capsule CRM contacts by sending personalized messages through Mobilize US. This workflow automatically creates a message in Mobilize US whenever there's a new or updated contact in Capsule CRM, ensuring effective communication and helping you maintain strong relationships with your contacts.

  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!
    Mobilize USMobilize US
    Create a New Message

    Creates a new text message to be send to your contacts and/or groups.

    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
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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mobilize-us logo

About Mobilize US

Mobilize US allows you to send text messages to your contacts, create and launch surveys, and target your communication to groups.

Related categories

  • Phone & SMS