Capsule CRM
Capsule CRM Integration
Prerequisite
You need a Zapier account first. If you don't have an account, click here to create a Zapier account.
Introduction
In this article, we will try integrating both ClickSend and Capsule CRM. So what we want to achieve here is to add a new contact in ClickSend when a contact is added in Capsule CRM, allowing the user to use ClickSend to communicate with those contacts.
So, let's get started.
Instructions
Step 1:
Login to your Zapier account. And then click Make a Zap! button.
Step 2:
Let's search and select Capsule CRM as our trigger app. Next, check New Person as our trigger action. Then click Save + Continue button.
Step 3:
Let's link your Capsule CRM account.
Select Choose Account.
Click Connect an Account button.
Enter your Account Domain.
Also enter your Authentication Token.
Then click Yes, Continue button.
Then click Save + Continue button.
Step 4:
Let finish up our trigger app setup.
Go back to your Zapier setup page.
Then click Fetch & Continue button.
Lastly the Continue button.
Step 5:
Ok, let's set up our Action app. Let's search and choose ClickSend.
Next select Create Contact as our action.
Then click Save + Continue button.
Step 6:
Next, let's add your ClickSend account. Click Connect an Account button.
There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.
Type in your ClickSend username and API key.
Click the Test button to check if it was successful.
Then click Save + Continue button.
Step 7:
Let's set up our SMS contact.
In the Contact List input box, select the contact list that you want the new contacts to be added to (Capsule CRM contacts etc...)
Set First Name , Last Name, Phone Number, Email, and Organisation Name to their corresponding fields from Capsule CRM.
Then click Continue button.
Step 8:
Let's finish up everything.
Click Create & Continue button.
Then the Finish button.
Lastly, name your Zap, and turn it ON