Integrate Capsule CRM with Toky
Send information between Capsule CRM and Toky automatically, without writing any code, using Zoho Flow.
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Add a new contact in Toky when a new contact is added in Capsule CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in Toky for every new contact created in Capsule CRM.
How it works
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow creates a new contact in Toky phone directory in Toky.
Add a new contact in Toky when a new contact is added in Capsule CRM
Capsule CRM + Toky
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Supported triggers and actions
Integrate Capsule CRM and Toky using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
Call made or received
Trigger when there is an inbound or outbound call in Toky
New voicemail
Trigger when there is a new voicemail in Toky.
All Actions - Actions are the automated tasks
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Find person
Finds the details of the specified person by ID
Create contact
Creates a new contact in Toky phone directory
Fetch voicemail
Fetches the details of a voicemail recording URL based on voicemail ID
Find contact
Finds an existing contact in Toky by phone number
What is Capsule CRM?
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