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