Integrate Capsule CRM with Sakari

Send information between Capsule CRM and Sakari automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Dispatch a welcome message in Sakari for newly created contacts in Capsule CRM

Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Sakari each time a new contact is 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 sends a new message in Sakari.
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Dispatch a welcome message in Sakari for newly created contacts in Capsule CRM

Capsule CRM + Sakari

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Create a new contact in Sakari when a new contact is created in Capsule CRM

Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in Sakari for every new contact 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 Sakari.
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Create a new contact in Sakari when a new contact is created in Capsule CRM

Capsule CRM + Sakari

Build your own integrations between Capsule CRM and Sakari

Connect Capsule CRM and Sakari with over 700+ 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 Sakari using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New Organization

Triggers when a new organization is created

Contact opted out

Triggers when a contact opts-out from text messaging

Contact removed

Triggers when a contact is deleted

Message received

Triggers when a new message is received

Contact opted in

Triggers when a contact opts-in for text messaging

Contact created

Triggers when a new contact is created

Contact updated

Triggers when the details of an existing contact are updated

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

Create contact

Creates a new contact

Send message

Sends a new message

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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 Sakari?

Sakari is a cloud-based text messaging service that allows businesses to send SMS reminders, alerts, confirmations, and marketing campaigns.

Phone/SMS

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 >

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

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

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

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