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Integrate Capsule CRM with Nexmo

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

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Send a greeting email in Nexmo for a newly added contact 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 Nexmo 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 an SMS in Nexmo.
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Send a greeting email in Nexmo for a newly added contact in Capsule CRM

Capsule CRM + Nexmo

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Supported triggers and actions

Integrate Capsule CRM and Nexmo 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

Delivery receipt generated

Triggers when a new delivery receipt is generated

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 WhatsApp verification

Sends a WhatsApp verification

Send WhatsApp message

Sends a new WhatsApp message

Send SMS

Sends an SMS

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

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What is Nexmo?

Nexmo provides APIs for SMS, voice, and phone verifications. You can replace passwords with single-use codes, validate phone numbers, and reach out to customers over multiple channels.

Phone/SMS

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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 >
Network with us  

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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