Capsule CRM + Text Request

Create or update Text Request contacts from new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities by automating contact updates in Text Request. This workflow activates when a new or updated opportunity arises in Capsule CRM, ensuring that a corresponding contact is created or updated in Text Request. Save time and enhance communication with this seamless integration.

Stay on top of your Capsule CRM opportunities by automating contact updates in Text Request. This workflow activates when a new or updated opportunity arises in Capsule CRM, ensuring that a corresponding contact is created or updated in Text Request. Save time and enhance communication with this seamless integration.

  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!
    Text RequestText Request
    Create or Update Contact

    Creates a new contact or updates the name of an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    • 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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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text-request logo
text-request logo

About Text Request

Text Request is a business texting platform that helps your company communicate via SMS.
Learn moreHelp

Related categories

  • Phone & SMS