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Capsule CRM + Spoki

Send Spoki templates for new or updated Capsule CRM opportunities

Effortlessly keep your team up-to-date with Capsule CRM opportunities using this workflow. Whenever a new or updated opportunity arises in Capsule CRM, an SMS message with a tailored template will be sent via the Spoki app. Save time, improve communication, and stay organized by automating this crucial task in your customer relationship management process.

Effortlessly keep your team up-to-date with Capsule CRM opportunities using this workflow. Whenever a new or updated opportunity arises in Capsule CRM, an SMS message with a tailored template will be sent via the Spoki app. Save time, improve communication, and stay organized by automating this crucial task in your customer relationship management process.

  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!
    SpokiSpoki
    Send Template

    Sends a Template

    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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spoki logo
spoki logo

About Spoki

Spoki allows you to automate and use Whatsapp in your communication and marketing strategy. You can interact with your customers in a completely new way, adding buttons on your pre-approved template messages.
Learn more

Related categories

  • Communication

Related Zap Templates

  • Create or update Spoki contacts from new or updated Capsule CRM contacts

Related Zap Templates

  • Create or update Spoki contacts from new or updated Capsule CRM contacts

 

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