Integrate Capsule CRM with Routee
Send information between Capsule CRM and Routee automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Routee when a new contact is created in Capsule CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Routee 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 creates a new contact in Routee.
Create a new contact in Routee when a new contact is created in Capsule CRM
Capsule CRM + Routee
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Supported triggers and actions
Integrate Capsule CRM and Routee 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
Contact added
Triggers when a new contact is added
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
Create contact
Creates a new contact
Add contact to group
Adds an existing contact to a specified group
Blacklist contact
Adds an existing contact to the blacklist
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Remove contact from blacklist
Removes the specified contact from the blacklist
What is Capsule CRM?
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What is Routee?
Routee is a leading cloud communications provider that designs, develops, and distributes advanced Web and API automation solutions for corporations. It lets you craft interactive and engaging campaigns easily and efficiently using its advanced SMS services
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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.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
