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Capsule CRM + CloudTalk

Add or update Capsule CRM contacts to create contacts in CloudTalk

Effortlessly keep your contacts up to date between Capsule CRM and CloudTalk with this seamless automation. Once set up, every time a new or updated contact is added to Capsule CRM, a corresponding contact will be created or updated in CloudTalk. This streamlines contact management and ensures you're always using the most recent information across both platforms.

Effortlessly keep your contacts up to date between Capsule CRM and CloudTalk with this seamless automation. Once set up, every time a new or updated contact is added to Capsule CRM, a corresponding contact will be created or updated in CloudTalk. This streamlines contact management and ensures you're always using the most recent information across both platforms.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    CloudTalkCloudTalk
    Create Contact

    Create a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

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