Integrate Capsule CRM with Calley

Send information between Capsule CRM and Calley automatically, without writing any code, using Zoho Flow.

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Add a new contact in Calley when a new contact is added in Capsule CRM

Keep your automatic call dialer's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in Calley for every new contact created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
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Add a new contact in Calley when a new contact is added in Capsule CRM

Capsule CRM + Calley

Build your own integrations between Capsule CRM and Calley

Connect Capsule CRM and Calley with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Capsule CRM and Calley using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Person

Triggers when a new person is created on Capsule CRM

New User

Triggers when a new user is added

New Task

Triggers when a new open task is created

New Opportunity

Triggers when a new opportunity is created

New Case

Triggers when a new case is created

New Organization

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Person

Creates a new person on Capsule CRM

Create Task

Creates a new task

Create Case

Creates a new case

Find person

Finds the details of the specified person by ID

Add or update contact

Adds a new contact or updates the details of an existing contact

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is Calley?

Calley is a cloud-based automatic call dialer application that enables businesses and individuals to auto-dial leads and prospects.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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