Capsule CRM + CloudTalk

Create CloudTalk contacts from new or updated Capsule CRM opportunities

Effortlessly stay organized and connected with your clients by using this workflow between Capsule CRM and CloudTalk. Whenever a new or updated opportunity arises in Capsule CRM, a contact will be created in CloudTalk, ensuring seamless communication and up-to-date information. Streamline your client management process and never miss out on potential business opportunities again.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Contact
Create a new contact.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
New Contact
Triggers when a contact is created or updated in CloudTalk.
Trigger
Instant
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- Activity IDRequired
- Acitivity ID postfixRequired
- Activity titleRequired
- Activity contentRequired
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact IDRequired
- Contact ID PostfixRequired
- Contact name
- Contact email
- Contact number
Action
Write
- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
Action
Write
- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone NumberRequired
- Email
- Contact Company
- External Link
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Call
Triggers when call is made via CloudTalk.
Trigger
Instant
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New SMS
Triggers when a SMS is sent/received via CloudTalk
Trigger
Instant
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- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
Action
Write
- From NumberRequired
- To NumberRequired
- Message TextRequired
Action
Write
- KeywordRequired
Action
Search

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 more