Contacts in multiple places can slow you down. Use this automation to integrate your Toky virtual phone system with Capsule CRM and add notes to contacts for every call received in Toky. Then, step back and watch your sales team speed through their prospect list.
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Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Trigger when there is a new call in Toky.
Create a new contact in Toky phone directory.
Trigger when there is a new incoming Text Message in Toky.
Send a Text Message with Toky.