Integrate Capsule CRM with BulkSMS

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

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Send a welcome email in BulkSMS when a new contact is created in Capsule CRM

Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in BulkSMS 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 a new message to one or more specified recipients in BulkSMS .
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Send a welcome email in BulkSMS when a new contact is created in Capsule CRM

Capsule CRM + BulkSMS

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Supported triggers and actions

Integrate Capsule CRM and BulkSMS using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Organization

Triggers when a new organization is created

New Person

Triggers when a new person is created on Capsule CRM

New Task

Triggers when a new open task is created

New User

Triggers when a new user is added

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

Message initiated

Triggers when a new message is initiated

Message delivered

Triggers when a message is delivered

Message received

Triggers when a new message is received

Message failed

Triggers when a message is failed

All Actions - Actions are the automated tasks

Create Person

Creates a new person on Capsule CRM

Create Case

Creates a new case

Create Task

Creates a new task

Create Opportunity

Creates a new opportunity

Find person

Finds the details of the specified person by ID

Schedule message

Schedules a message

Block phone number

Adds a new phone number to the blocked phone numbers list

Send message

Sends a new message to one or more specified recipients

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

What is BulkSMS ?

BulkSMS is a mass SMS service provider platform that lets users send mass texts nationally and internationally.

Phone/SMS

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.

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Toto

Technical Engineer, Master Liveaboards

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