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Choose a Trigger
Choose an Action
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Zapier makes it easy to integrate Capsule CRM with CallTrackingMetrics - no code necessary. See how you can get setup in minutes.
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Capsule CRM
Capsule CRM
1. Choose trigger event
CallTrackingMetrics
CallTrackingMetrics
2. Choose action
1. Select the event
Setup
Test
Capsule CRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Project" from Capsule CRM.
Add your action
An action happens after the trigger.
You’re connected!
Zapier seamlessly connects Capsule CRM and CallTrackingMetrics, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionWrite- Entity TypeRequired
ActionWrite
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- Entity TypeRequired
- Activity Type
- NoteRequired
ActionWrite- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionWrite
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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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CallTrackingMetrics is the only digital platform that uses call tracking intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center.
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