Capsule CRM + Text Request

Send messages in Text Request for new or updated Capsule CRM contacts

Effortlessly keep in touch with your clients by sending SMS messages whenever their contact information is updated in Capsule CRM. This automation will send a personalized message via Text Request as soon as any contact is created or modified within your CRM system. Strengthen your client relationships and never miss an opportunity to reach out with this seamless workflow.

Effortlessly keep in touch with your clients by sending SMS messages whenever their contact information is updated in Capsule CRM. This automation will send a personalized message via Text Request as soon as any contact is created or modified within your CRM system. Strengthen your client relationships and never miss an opportunity to reach out with this seamless workflow.

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

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Text RequestText Request
    Send Message

    Sends an SMS message.

    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