Integrate Capsule CRM with Myphoner
Send information between Capsule CRM and Myphoner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new contact in Myphoner when a contact is created in Capsule CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Myphoner whenever a new contact is added 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 lead in Myphoner.
Set up a new contact in Myphoner when a contact is created in Capsule CRM
Capsule CRM + Myphoner
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Supported triggers and actions
Integrate Capsule CRM and Myphoner 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 Task
Triggers when a new open task is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
Lead won
Triggers when a lead is marked as winner
Lead lost
Triggers when a lead is marked as loser
Archived lead
Triggers when a lead is archived
New call back
Triggers when a lead is marked for call back
All Actions - Actions are the automated tasks
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by ID
Create lead
Creates a new lead
Mark lead for call back
Marks the specified lead for a call back
Mark lead as loser
Marks the specified lead as loser
Mark lead as winner
Marks the specified lead as winner
Update lead
Updates the details of an existing lead
What is Capsule CRM?
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Sales Director, Artico
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 and Operations Head, TruAct
