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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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.
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Webhook triggers
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Logic
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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
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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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