Integrate Capsule CRM with Spot Hit
Send information between Capsule CRM and Spot Hit automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in Spot Hit for a newly added contact in Capsule CRM
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from Spot Hit each time a new contact is created in Capsule CRM.
How it works
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow sends an SMS in Spot Hit.
Send a greeting email in Spot Hit for a newly added contact in Capsule CRM
Capsule CRM + Spot Hit
Set up a new contact in Spot Hit when a contact is created in Capsule CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in Spot Hit every time a contact is 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 Spot Hit.
Set up a new contact in Spot Hit when a contact is created in Capsule CRM
Capsule CRM + Spot Hit
Build your own integrations between Capsule CRM and Spot Hit
Connect Capsule CRM and Spot Hit 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 Spot Hit 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 created
Triggers when a new contact 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 an SMS
Create contact
Creates a new contact
Send email
Sends an email
What is Capsule CRM?
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Webhook triggers
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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
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Technical and Operations Head, TruAct
