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 Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
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 Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
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?
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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Learn more >Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, Relay Inc.
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Alebat Education
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Ultravision
