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
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
Add a new contact in Calley when a new contact is added in Capsule CRM
Capsule CRM + Calley
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Supported triggers and actions
Integrate Capsule CRM and Calley using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
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
Add or update contact
Adds a new contact or updates the details of an existing contact
What is Capsule CRM?
Similar apps
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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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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Technical Engineer, Master Liveaboards
