Capsule CRM + Worktual Contact Centre

Create new Worktual Contact Centre contacts from new or updated Capsule CRM contacts

Keep your contacts up to date effortlessly with this workflow. When there's a new or updated contact in Capsule CRM, it will create a corresponding entry in the Worktual Contact Centre. This not only saves you the time but also ensures important contact information is readily available across your platforms. Stay organized and efficient with this real-time contact sharing setup.

Keep your contacts up to date effortlessly with this workflow. When there's a new or updated contact in Capsule CRM, it will create a corresponding entry in the Worktual Contact Centre. This not only saves you the time but also ensures important contact information is readily available across your platforms. Stay organized and efficient with this real-time contact sharing setup.

  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!
    Worktual Contact CentreWorktual Contact Centre
    Create Contact

    Create a new contact in the Worktual

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
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 more

Related categories

  • CRM (Customer Relationship Management)

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worktual-contact-centre logo
worktual-contact-centre logo

About Worktual Contact Centre

Worktual offers customer service which turn your customer-support agents to optimize your customer experience, engagement, and satisfaction.

Related categories

  • Customer Support