Capsule CRM + Upcall

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 Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Contact
Add a Contact to a campaign and call it.
ActionWrite

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Supported triggers and actions

- 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
- 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
- Status
- CampaignRequired
Trigger
Polling
Try It
- CampaignRequired
- Phone NumberRequired
- 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
- CampaignRequired
- Name
- Email
- Phone Number
- Status
Action
Search

- 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
- Status
- CampaignRequired
Trigger
Polling
Try It
- Status
- CampaignRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
- 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
- CampaignRequired
- Name
- Email
- Phone Number
- Status
- Phone NumberRequired
- 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 more