Callbell + Capsule CRM

Callbell + Capsule CRM integrations

Create Callbell messages for new or updated Capsule CRM opportunities

Stay informed about new or updated opportunities in Capsule CRM by creating a message in the Callbell app. With this workflow, each time an opportunity is created or updated in Capsule CRM, a text message will be sent to your Callbell app, keeping you up-to-date and streamlining communication between your team members. Enhance collaboration and ensure nothing is missed with this efficient automation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Message (Text)Creates a new text Message
ActionWrite

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More things you can do with Capsule CRM and Callbell

Discover other triggers and actions you can use with Capsule CRM and Callbell

- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
Contact Deleted
Triggers when a contact in Callbell is deleted
Trigger
Instant
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Conversation Closed
Triggers when a conversation is closed.
Trigger
Instant
Try It
- Events
  Required
Trigger
Instant
Try It
Message Status Updated
Triggers when a message status is updated
Trigger
Instant
Try It
- from
  Required
- to
  Required
- text
  Required
Action
Write
- Contact UUID
  Required
- Status
  Required
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Contact Created
Triggers when a new contact is created in Callbell
Trigger
Instant
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Contact Updated
Triggers when a contact is updated
Trigger
Instant
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Conversation Opened
Triggers when a conversation is (re)opened.
Trigger
Instant
Try It
Message Created
Triggers when a new message is created
Trigger
Instant
Try It
- name
  Required
- Source
  Required
- identifier
  Required
- Tags
- Custom Fields
- Assigned User
- Team UUID
- Channel UUID
Action
Write
- To
  Required
- Type
  Required
- Template UUID
  Required
- Channel UUID
- Template Values
- Attachment URL
- Fields
Action
Write
- Contact UUID
  Required
- Name
- Tags
- Custom Fields
- Assigned User
- Unassign User
- Team UUID
Action
Write

About Callbell

Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.

Learn moreLearn moreHelpHelp

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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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Create Callbell contacts for new or updated Capsule CRM opportunities

Create Callbell messages for new or updated Capsule CRM contacts