Integrate Capsule CRM with ClickSend
Send information between Capsule CRM and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in ClickSend for newly created contacts in Capsule CRM
Send personalized welcome emails to every new contact in your customer relationship management software. This workflow ensures that a welcome email is sent in ClickSend 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 ClickSend.
Dispatch a welcome message in ClickSend for newly created contacts in Capsule CRM
Capsule CRM + ClickSend
Create a contact in ClickSend each time a contact is created in Capsule CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in ClickSend for new contacts created in Capsule CRM.
How it works
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow creates a new contact in ClickSend.
Create a contact in ClickSend each time a contact is created in Capsule CRM
Capsule CRM + ClickSend
Build your own integrations between Capsule CRM and ClickSend
Connect Capsule CRM and ClickSend with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Capsule CRM and ClickSend 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
Contact added
Triggers when a new contact is added to the specified list
SMS received
Triggers when a new SMS is received
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 to contact list
Sends a new SMS to the selected list of contacts
Send fax
Sends a new fax
Send SMS
Sends a new SMS
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.
Send email campaign
Sends a new email campaign
Send voice message
Sends a text-to-speech message to a mobile phone or landline number
Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
Create contact
Creates a new contact
Create contact list
Creates a new contact list
Send MMS
Sends a new MMS
Transfer contact to list
Moves an existing contact from one list to another
Update contact list
Updates the details of an existing contact list
Copy contact to list
Copies an existing contact from one list to another
Fetch contact list
Fetches a contact list by name
Update contact
Updates the details of an existing contact by ID
Fetch contact
Fetches the details of an existing contact
Fetch email campaign
Fetches the details of an existing email campaign
What is Capsule CRM?
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Learn more >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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