Integrate Capsule CRM with Messente
Send information between Capsule CRM and Messente automatically, without writing any code, using Zoho Flow.
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Send a welcome email in Messente when a new contact is created in Capsule CRM
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Messente each time a new contact is created in Capsule CRM.
How it works
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow sends an SMS message in Messente.
Send a welcome email in Messente when a new contact is created in Capsule CRM
Capsule CRM + Messente
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Supported triggers and actions
Integrate Capsule CRM and Messente using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
Send SMS
Sends an SMS message
What is Capsule CRM?
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Learn more >Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, SHARC Energy
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Relay Inc.
Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.
Ramakrishna Karolla
Founder and CEO, Revenue Ranch
