Integrate Lucid Meetings with Capsule CRM
Send information between Lucid Meetings and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Lucid Meetings and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action item
Triggers when a new action item is created
New meeting
Triggers when a new meeting is scheduled
Meeting starts
Triggers when a meeting starts
Meeting ends
Triggers when a meeting ends
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
All Actions - Actions are the automated tasks
Create action item
Creates a new action item in the selected room
Create meeting
Creates a new meeting
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
What is Lucid Meetings?
Lucid Meetings is an online meeting management platform. You can take shared notes in real time, conduct template-driven meetings, and search online for records of all past meetings.
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What is Capsule CRM?
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Webhook triggers
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
