Integrate Capsule CRM with Sendmode
Send information between Capsule CRM and Sendmode automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in Sendmode for a newly added contact in Capsule CRM
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in Sendmode 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 text message to the specified phone number in Sendmode.
Send a greeting email in Sendmode for a newly added contact in Capsule CRM
Capsule CRM + Sendmode
Set up a new contact in Sendmode when a contact is created in Capsule CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Sendmode 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 customer or updates the details of an existing customer in Sendmode.
Set up a new contact in Sendmode when a contact is created in Capsule CRM
Capsule CRM + Sendmode
Build your own integrations between Capsule CRM and Sendmode
Connect Capsule CRM and Sendmode 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 Sendmode 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
Delivery report status
Triggers when the status of a delivery report 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
Create or update customer
Creates a new customer or updates the details of an existing customer
Send SMS
Sends a text message to the specified phone number
Optout customer
Opts a customer out of your database lists
Get credits
Checks the remaining credits on the customer account
What is Capsule CRM?
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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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
