Integrate Capsule CRM with Synqtel
Send information between Capsule CRM and Synqtel automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in Synqtel when a new contact is created in Capsule CRM
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in Synqtel whenever a new contact is added in Capsule CRM.
How it works
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow sends a new SMS message to the specified phone number in Synqtel.
Send a welcome email in Synqtel when a new contact is created in Capsule CRM
Capsule CRM + Synqtel
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Supported triggers and actions
Integrate Capsule CRM and Synqtel 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 message
Sends a new SMS message to the specified phone number
What is Capsule CRM?
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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