Integrate Capsule CRM with Sendmode
Send information between Capsule CRM and Sendmode automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in Sendmode for a newly added contact in Capsule CRM
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in Sendmode 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 text message to the specified phone number in Sendmode.
Send a greeting email in Sendmode for a newly added contact in Capsule CRM
Capsule CRM + Sendmode
Set up a new contact in Sendmode when a contact is created in Capsule CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Sendmode 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 customer or updates the details of an existing customer in Sendmode.
Set up a new contact in Sendmode when a contact is created in Capsule CRM
Capsule CRM + Sendmode
Build your own integrations between Capsule CRM and Sendmode
Connect Capsule CRM and Sendmode 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 Sendmode 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 report status
Triggers when the status of a delivery report 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
Create or update customer
Creates a new customer or updates the details of an existing customer
Optout customer
Opts a customer out of your database lists
Send SMS
Sends a text message to the specified phone number
Get credits
Checks the remaining credits on the customer account
What is Capsule CRM?
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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.
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
