Integrate Capsule CRM with BulkGate
Send information between Capsule CRM and BulkGate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in BulkGate for newly created contacts in Capsule CRM
Send personalized welcome emails to every new contact in your customer relationship management software. This flow will trigger a welcome email in BulkGate 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 SMS message to the specified phone number in BulkGate.
Dispatch a welcome message in BulkGate for newly created contacts in Capsule CRM
Capsule CRM + BulkGate
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Supported triggers and actions
Integrate Capsule CRM and BulkGate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Person
Triggers when a new person is created on Capsule CRM
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Person
Creates a new person on Capsule CRM
Create Task
Creates a new task
Create Case
Creates a new case
Find person
Finds the details of the specified person by ID
Send notification SMS
Sends SMS message to the specified phone number
Send promotional SMS
Send SMS messages to contacts saved in groups
What is Capsule CRM?
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