Integrate Capsule CRM with Messente
Send information between Capsule CRM and Messente automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in Messente when a new contact is created in Capsule CRM
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Messente each time a new contact is created in Capsule CRM.
How it works
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow sends an SMS message in Messente.
Send a welcome email in Messente when a new contact is created in Capsule CRM
Capsule CRM + Messente
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Supported triggers and actions
Integrate Capsule CRM and Messente using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
Send SMS
Sends an SMS message
What is Capsule CRM?
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
