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Capsule CRM + Upcall

Create or update Capsule CRM contacts and add them to Upcall

Keep your Capsule CRM contacts in sync with Upcall by implementing this seamless automation. Whenever a new or updated contact appears in Capsule CRM, this workflow will instantly add that contact to Upcall. Save time and ensure your contacts are always up-to-date across both platforms with this efficient process.

Keep your Capsule CRM contacts in sync with Upcall by implementing this seamless automation. Whenever a new or updated contact appears in Capsule CRM, this workflow will instantly add that contact to Upcall. Save time and ensure your contacts are always up-to-date across both platforms with this efficient process.

  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!
    UpcallUpcall
    Add Contact

    Add a Contact to a campaign and call it.

    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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

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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upcall logo

About Upcall

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

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