Capsule CRM + Upcall

Capsule CRM + Upcall integrations

Add contacts in Upcall for new or updated opportunities in Capsule CRM

Stay on top of your sales opportunities with this efficient automation. When you have a new or updated opportunity in Capsule CRM, this workflow instantly adds a contact in Upcall, ensuring your sales team can promptly connect with potential clients. Save time and streamline your sales process with this seamless connection between Capsule CRM and Upcall.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add ContactAdd a Contact to a campaign and call it.
ActionWrite

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More things you can do with Capsule CRM and Upcall

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

- 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
- Status
- Campaign
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Phone Number
  Required
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Write
- Campaign
  Required
- Name
- Email
- Phone Number
- Status
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
- Status
- Campaign
  Required
Trigger
Polling
Try It
- Status
- Campaign
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
- Phone Number
- Status
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Write
- Campaign
  Required
- Name
- Email
- Phone Number
- Status
- Phone Number
  Required
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Search or 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.

Learn moreLearn moreHelpHelp

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About Upcall

Upcall provides phone callers on demand. Import phone numbers and our professional callers will make sales and marketing calls for you.

HelpHelp

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Phone & SMS

Related Zap Templates

Create or update Capsule CRM contacts and add them to Upcall

Related Zap Templates

Create or update Capsule CRM contacts and add them to Upcall