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.

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.

  1. When this happens...
    CircleLoopCircleLoop
    Made Call

    Trigger when a call is made.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Add Note to Entity

    Adds a Note to an Entity.

    ActionWrite
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Supported triggers and actions

    • NameRequired

    • Email AddressRequired

    • Phone NumberRequired

    • Mobile Number

    • Company Name

    • Shared

    Action
    Write
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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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About CircleLoop

CircleLoop is a cloud-based business phone system, which allows you to make and receive calls on any device, anywhere.

Related categories

  • Phone & SMS