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

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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
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a text message to the specified phone number in Sendmode.
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Send a greeting email in Sendmode for a newly added contact in Capsule CRM

Capsule CRM + Sendmode

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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
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new customer or updates the details of an existing customer in Sendmode.
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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 650+ 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 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

Delivery report status

Triggers when the status of a delivery report is received

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 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?

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 Sendmode?

Sendmode is a business SMS service application that allows users to send secure and prioritized messages, notifications, and alerts to customers.

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.

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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 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.

Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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