Capsule CRM + ZenDirect

Send cards or mailers in ZenDirect for new or updated contacts in Capsule CRM

Stay connected with your Capsule CRM contacts by sending personalized cards or mailers through ZenDirect. This automation workflow triggers when there's a new or updated contact in Capsule CRM and swiftly sends a card or mailer using ZenDirect, making sure you never miss an opportunity to nurture your relationships. Save time and keep your contacts engaged with this effortless process.

Stay connected with your Capsule CRM contacts by sending personalized cards or mailers through ZenDirect. This automation workflow triggers when there's a new or updated contact in Capsule CRM and swiftly sends a card or mailer using ZenDirect, making sure you never miss an opportunity to nurture your relationships. Save time and keep your contacts engaged with this effortless process.

  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!
    ZenDirectZenDirect
    Send Card or Mailer

    Sends personalized greeting cards, postcards or other mailers with optional gifts.

    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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zendirect logo
zendirect logo

About ZenDirect

Build better relationships with your clients, employees and prospects. Our service lets you easily personalize, print and send "handwritten" cards, physical mailers and gifts.

Related categories

  • Printing