Connect EyeLevel AI and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Update Documet
New Ingest Document
New Group
Update Bucket
New Bucket
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 EyeLevel AI and Capsule CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Update Documet
Trigger when an existing Ingest document is updated.
New Ingest Document
Trigger when new Ingest document is created.
New Group
Trigger when new Group is created.
Update Bucket
Trigger when an existing bucket is updated.
New Bucket
Trigger when new bucket is created.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
Do thisActions
Action is the task that follows automatically within your EyeLevel AI integrations.
Create Bucket
Creates a Bucket.
Update Bucket
Update an existing bucket.
Delete Bucket
Delete an existing bucket.
Create Group
Creates a Group.
Update Group
Update an existing group.
Delete Group
Delete an existing group.
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Frequently Asked Questions
To start, connect both your EyeLevel AI and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in EyeLevel AI triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
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.
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