Capsule CRM + RingByName

Capsule CRM + RingByName integrations

Create RingByName contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM and RingByName contacts in sync with this efficient workflow. Whenever a new or updated contact is detected in Capsule CRM, this automation will create a contact in RingByName, ensuring that the information in both apps remains consistent and up-to-date. Say goodbye to manual data entry and stay connected with your contacts across both platforms.

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

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More things you can do with Capsule CRM and RingByName

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

- 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
New Call Recording
Triggers when a call is recorded.
Trigger
Polling
Try It
New Missed Call
Triggers when a call is missed.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Company
- Work Phone
- Home Phone
- Cell Phone
- Fax
- Work Email
- Personal E-Mail
- Work Address
- Home Address
- Work Weblink
- Personal Weblink
- Groups
Action
Write
- Phone Number
  Required
Action
Write
- Name
  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
Call Ended
Triggers when a call ends.
Trigger
Polling
Try It
New Fax
Triggers when a new fax is received.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Voicemail
Triggers when a new voicemail is created.
Trigger
Polling
Try It
- Contact
  Required
- Content
  Required
- File
Action
Write
- Sender Fax Number
  Required
- Recipient Name
  Required
- Recipient Company
  Required
- Recipient Fax Number
  Required
- Title
  Required
- File
  Required
- Sender Name
  Required
- Cover Message
  Required
- Include Signature
Action
Write

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 RingByName

RingByName is a cloud-based phone service. It helps you build stronger relationships with your customers with CRM features.

HelpHelp

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Phone & SMS