Integrate Capsule CRM with Routee
Send information between Capsule CRM and Routee automatically, without writing any code, using Zoho Flow.
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Create a new contact in Routee when a new contact is created in Capsule CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Routee 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 creates a new contact in Routee.
Create a new contact in Routee when a new contact is created in Capsule CRM
Capsule CRM + Routee
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Supported triggers and actions
Integrate Capsule CRM and Routee 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
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
Blacklist contact
Adds an existing contact to the blacklist
Add contact to group
Adds an existing contact to a specified group
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Remove contact from blacklist
Removes the specified contact from the blacklist
What is Routee?
Routee is a leading cloud communications provider that designs, develops, and distributes advanced Web and API automation solutions for corporations. It lets you craft interactive and engaging campaigns easily and efficiently using its advanced SMS services
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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