Connect Callbell and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Contact Updated
Team Membership Updated
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Callbell and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
Do thisActions
Action is the task that follows automatically within your Callbell integrations.
Create New Contact
Creates a new Contact
Update Contact With ID
Updates an existing Callbell contact by modifying details like name, tags, assigned team/user, bot status, and custom fields.
Get Contacts
Fetch contacts from your Callbell account by retrieving all contacts, looking up a specific contact by UUID, or searching by phone number.
List Team
Fetches all Callbell teams or retrieves details for a specific team using its Team UUID.
Update Bot Status
Starts or stops the Callbell bot for a specific contact to control automated bot replies.
List Channels
Fetch all messaging channels in your Callbell account with optional filters for platform type and active status, or retrieve a specific channel directly by its UUID.
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Frequently Asked Questions
To start, connect both your Callbell and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Callbell triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Callbell data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Callbell and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Callbell and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn More
