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
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact in Toky phone directory in Toky.
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Add a new contact in Toky when a new contact is added in Capsule CRM

Capsule CRM + Toky

Build your own integrations between Capsule CRM and Toky

Connect Capsule CRM and Toky with over 700+ 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 Toky 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

New voicemail

Trigger when there is a new voicemail in Toky.

Call made or received

Trigger when there is an inbound or outbound call in Toky

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 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?

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 Toky?

Toky is a full-featured business phone system that allows customers and teams to communicate seamlessly using the internet.

Phone/SMS

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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