If your Capsule CRM lists are always catching up to details from CallRail, we've got a great way to keep things organized. This CallRail Capsule CRM integration will create new people on Capsule CRM automatically for you once organized, reliably bringing in the details from each and every new call you receive on CallRail.
How It Works
- A new incoming call is received on CallRail
- Zapier automatically adds a new person on Capsule CRM
What You Need
- CallRail account
- Capsule CRM account
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,000+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
It's easy to connect CallRail + Capsule CRM and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers shortly after an inbound phone call is completed and includes post call fields (e.g. recording URL, duration, etc.)
Creates a new Case.
Triggers when an inbound phone call is started.
Creates a new Person / Organisation.
Triggers when an SMS message is received.
Creates a new Opportunity.
Triggers when a given action is performed on a Contact.
Creates a new Task.
Triggers when a given action is performed on an Opportunity.
Adds a Note to an Entity.