Integrate Capsule CRM with ClickSend
Send information between Capsule CRM and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in ClickSend for newly created contacts in Capsule CRM
Send personalized welcome emails to every new contact in your customer relationship management software. This workflow ensures that a welcome email is sent in ClickSend 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 ClickSend.
Dispatch a welcome message in ClickSend for newly created contacts in Capsule CRM
Capsule CRM + ClickSend
Create a contact in ClickSend each time a contact is created in Capsule CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in ClickSend 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 contact in ClickSend.
Create a contact in ClickSend each time a contact is created in Capsule CRM
Capsule CRM + ClickSend
Build your own integrations between Capsule CRM and ClickSend
Connect Capsule CRM and ClickSend 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 ClickSend using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
SMS received
Triggers when a new SMS is received
Contact added
Triggers when a new contact is added to the specified list
All Actions - Actions are the automated tasks
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Find person
Finds the details of the specified person by ID
Send postcard
Sends a postcard through the post. The PDF is printed and delivered to any address globally.
Send MMS
Sends a new MMS
Send SMS
Sends a new SMS
Send email campaign
Sends a new email campaign
Send fax
Sends a new fax
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to any address globally.
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send voice message
Sends a text-to-speech message to a mobile phone or landline
Create contact list
Creates a new contact list
Create contact
Creates a new contact
Copy contact to list
Copies an existing contact from one list to another
Transfer contact to list
Moves an existing contact from one list to another
Update contact list
Updates the details of an existing contact list
Fetch contact list
Fetches a contact list by name
Update contact
Updates the details of an existing contact by ID
Fetch email campaign
Fetches the details of an existing email campaign
Fetch contact
Fetches the details of an existing contact
What is Capsule CRM?
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Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
