CallWidget + Capsule CRM

CallWidget + Capsule CRM integrations

Trigger CallWidget automations for new or updated Capsule CRM contacts

Efficiently manage your Capsule CRM contacts and streamline your communication process with this workflow. When a contact is added or updated in Capsule CRM, it triggers a Run Automation function in CallWidget, ensuring your communication channels stay up-to-date. Say goodbye to manual updates and enjoy a seamless client interaction experience.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Run AutomationRun automation on contact
ActionWrite

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More things you can do with Capsule CRM and CallWidget

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

- Action
  Required
Trigger
Instant
Try It
- 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
- Install
  Required
- Department
  Required
Trigger
Instant
Try It
- Install
  Required
- Department
  Required
- Tags
  Required
Trigger
Instant
Try It
- First Name
- Last Name
- Birthday
- Email
- Phone
  Required
- Install
  Required
- Department
  Required
- Tag
Action
Write
- First Name
- Last Name
- Email
- Birthday
- Phone
  Required
- Message
  Required
- Install
  Required
- Department
  Required
- Tag
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
- Install
  Required
- Department
  Required
Trigger
Instant
Try It
- Install
  Required
- Department
  Required
Trigger
Instant
Try It
- First Name
- Last Name
- Birthday
- Email
- Phone
  Required
- Install
  Required
- Automation
  Required
Action
Write
- First Name
- Last Name
- Birthday
- Email
- Phone
  Required
- Install
  Required
- Tag
Action
Write
- First Name
- Last Name
- Birthday
- Email
- Phone
  Required
- Message
  Required
- Install
  Required
- Department
  Required
- Tag
Action
Write

About CallWidget

CallWidget is an AI powered lead generation software designed to generate more prospects from your website.

HelpHelp

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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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