Capsule CRM + SimpleTexting Integration

Connect Capsule CRM to SimpleTexting - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up SimpleTexting automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & SimpleTexting using Integrately.
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Capsule CRM + SimpleTexting Integration

Send SimpleTexting message for new Capsule CRM task

With this Capsule CRM - SimpleTexting integration, whenever a new task is created in Capsule CRM, message will be sent via SimpleTexting. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Capsule CRM + SimpleTexting Integration

Send SimpleTexting message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending SimpleTexting message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - SimpleTexting integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Capsule CRM + SimpleTexting Integration

Send SimpleTexting message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, automatically send them a message through SimpleTexting letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Capsule CRM - SimpleTexting integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Capsule CRM + SimpleTexting Integration

Create SimpleTexting contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use SimpleTexting to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in SimpleTexting.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Capsule CRM + SimpleTexting Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • SimpleTexting
    New message is received in SimpleTexting Instant
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • SimpleTexting
    Send SMS message in SimpleTexting
  • SimpleTexting
    Send MMS message in SimpleTexting
  • SimpleTexting
    Create contact in SimpleTexting
  • SimpleTexting
    Remove contact in SimpleTexting
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Integrate Capsule CRM & SimpleTexting In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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