Integrate Capsule CRM with BulkGate

Send information between Capsule CRM and BulkGate automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends SMS message to the specified phone number in BulkGate.
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Dispatch a welcome message in BulkGate for newly created contacts in Capsule CRM

Capsule CRM + BulkGate

Build your own integrations between Capsule CRM and 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?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is BulkGate?

BulkGate is a messaging platform that enables companies and individuals to send messages to contacts anywhere in the world. It also lets you send personalized bulk SMS and SMS notifications.

Phone/SMS

Build comprehensive workflows using

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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Sales Director, Artico

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CEO, OpIndia

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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