Capsule CRM + CircleLoop

Record CircleLoop calls to add notes to Capsule CRM entities

With this workflow, each time a call is made within CircleLoop, a note will be created in Capsule CRM corresponding to the entity. This ensures that you never miss key details of your communications and helps maintain a comprehensive record in your customer relationship management system. Stay organized and improve your customer follow-ups with this efficient automation.

When this happens...
Made Call
Trigger when a call is made.
TriggerInstant
automatically do this!
Add Note to Entity
Adds a Note to an Entity.
ActionWrite

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Supported triggers and actions

Answered Call
Trigger when a call is answered.
Trigger
Instant
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Missed Call
Trigger when a call is missed.
Trigger
Instant
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Chat Message Received
Trigger when a chat message is received.
Trigger
Instant
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Voicemail Received
Trigger when a voicemail is received.
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write

- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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
- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

Made Call
Trigger when a call is made.
Trigger
Instant
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Received Call
Trigger when a call is received.
Trigger
Instant
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Chat Message Sent
Trigger when a chat message is sent.
Trigger
Instant
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- NameRequired
- Email AddressRequired
- Phone NumberRequired
- Mobile Number
- Company Name
- Shared
Action
Write
- 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
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
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.

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