Integrate Capsule CRM with Clickatell

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

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Send a greeting email in Clickatell for a newly added contact in Capsule CRM

Send personalized welcome emails to every new contact in your customer relationship management software. This flow will trigger a welcome email in Clickatell 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 SMS in Clickatell.
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Send a greeting email in Clickatell for a newly added contact in Capsule CRM

Capsule CRM + Clickatell

Build your own integrations between Capsule CRM and Clickatell

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Supported triggers and actions

Integrate Capsule CRM and Clickatell 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

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

Send SMS

Sends a new 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

What is Clickatell?

Clickatell is a bulk SMS and online messaging service provider. You can send text messages to targeted audience, reach customers across different carriers and countries, and view reports in real time.

Phone/SMS Popular

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Webhook triggers

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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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Technical Engineer, Master Liveaboards

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