Capsule CRM + JustCall

Capsule CRM + JustCall integrations

Create JustCall contacts for new or updated Capsule CRM opportunities

Effortlessly manage your contacts and streamline the sales process with this automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create a contact in JustCall, keeping your contact list up-to-date and organized. Say goodbye to manual data entry and focus on nurturing your leads for increased efficiency and productivity.

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

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More things you can do with Capsule CRM and JustCall

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

- 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
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Trigger
Instant
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Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Trigger
Instant
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Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
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Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Trigger
Instant
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New Incoming Call
Triggers for a new incoming call
Trigger
Instant
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New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Trigger
Polling
Try It
[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Polling
Try It
SMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Instant
Try It
New Voicemail
Triggers whenever there is a new voicemail
Trigger
Instant
Try It
SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Trigger
Instant
Try It
SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Trigger
Instant
Try It
[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Trigger
Instant
Try It
- Campaign
  Required
- Phone
  Required
- First Name
- Last Name
- Email
Action
Write
- AI Agent ID
  Required
- Contact Number
  Required
- Has Consent
  Required
- Dynamic Variables
Action
Write
- Customer/Client Number
  Required
- JustCall Number
Action
Write
- Campaign ID
  Required
- Phone
  Required
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
- Date & Time
  Required
- Offset (in minutes)
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
Action
Write
- Contact id
  Required
- First Name
  Required
- Last Name
- Phone Number
  Required
- Email
- Company
- Notes
- Other Phone Label
- Other Phone Number
Action
Write
- phone
  Required
Action
Search

- 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
AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Trigger
Instant
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Call Answered
Triggers when a call answered an queue.
Trigger
Instant
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Call Initiated
Triggers when a call initiated from JustCall.
Trigger
Instant
Try It
[Legacy] Incoming Call
Triggers for a new incoming call
Trigger
Instant
Try It
Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Trigger
Instant
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Missed Call
Trigger when an incoming call is missed
Trigger
Instant
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Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Instant
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New Contact
Triggers when a new contact is added to your JustCall address book.
Trigger
Polling
Try It
[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Polling
Try It
Call AI Report Generated (Sales Dialer)
Triggers when the AI-powered insights for a Sales Dialer call are generated
Trigger
Instant
Try It
SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Trigger
Instant
Try It
Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
Try It
- Campaign
  Required
- Phone
  Required
- First Name
- Last Name
- Email
Action
Write
- Call Id
  Required
Action
Write
- Customer/Client Number
  Required
- JustCall Number
- Country Code
Action
Write
- firstname
  Required
- lastname
- phone
  Required
- email
- company
- notes
- Agent ID
Action
Write
- To Number
  Required
- From
  Required
- Body
- Media Links
  Required
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
- Media Links
  Required
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
Action
Write
- Contact ID
- phone
- email
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.

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About JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Send multimedia text messages in JustCall for new or updated opportunities in Capsule CRM