Integrate Capsule CRM with Clickatell
Send information between Capsule CRM and Clickatell automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow sends a new SMS in Clickatell.
Send a greeting email in Clickatell for a newly added contact in Capsule CRM
Capsule CRM + 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?
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