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

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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
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a new SMS in ClickSend.
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Dispatch a welcome message in ClickSend for newly created contacts in Capsule CRM

Capsule CRM + ClickSend

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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
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact in ClickSend.
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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 850+ 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 Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

Contact added

Triggers when a new contact is added to the specified list

SMS received

Triggers when a new SMS is received

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 voice message

Sends a text-to-speech message to a mobile phone or landline number

Create contact list

Creates a new contact list

Send email campaign

Sends a new email campaign

Create contact

Creates a new contact

Send letter through post

Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.

Send MMS

Sends a new MMS

Send SMS

Sends a new SMS

Send SMS to contact list

Sends a new SMS to the selected list of contacts

Send fax

Sends a new fax

Send postcard

Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.

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

Copy contact to list

Copies an existing contact from one list to another

Fetch contact

Fetches the details of an existing contact

Fetch email campaign

Fetches the details of an existing email campaign

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 ClickSend?

ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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