Capsule CRM + Community

Add members to a Community with phone numbers for new or updated opportunities in Capsule CRM

Stay connected with your valuable contacts using this efficient workflow. When a new or updated opportunity occurs in Capsule CRM, this automation adds the contact as a member to a Community via their phone number. Enhance your networking by instantly engaging with prospects and ensuring seamless communication with members of your community.

Stay connected with your valuable contacts using this efficient workflow. When a new or updated opportunity occurs in Capsule CRM, this automation adds the contact as a member to a Community via their phone number. Enhance your networking by instantly engaging with prospects and ensuring seamless communication with members of your community.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    CommunityCommunity
    Add Member to a Community via Phone Number

    Add Member to a Community via Phone Number

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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community logo
community logo

About Community

Community is a platform for SMS with Enterprise-grade power and everyday easy of use. Grow your list, send personalized messages, and enrich your Zero Party Data with ease and trust.
Learn more

Related categories

  • Communication