Integrate Capsule CRM with Clickatell
Send information between Capsule CRM and Clickatell automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in Clickatell for a newly added contact 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 Clickatell 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 in Clickatell.
Send a greeting email in Clickatell for a newly added contact in Capsule CRM
Capsule CRM + Clickatell
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Supported triggers and actions
Integrate Capsule CRM and Clickatell 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 SMS
Sends a new SMS
What is Capsule CRM?
Similar apps
What is Clickatell?
Similar apps
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.
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
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
