Connect Savvycal and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Event Canceled
Rescheduled Event
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 Savvycal and Capsule CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Trigger when new event is created
Event Canceled
Trigger when an event is canceled
Rescheduled Event
Trigger when an event is rescheduled.
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 Savvycal integrations.
Get Account User
Get existing account user details
List Events
Get a list of your events scheduled via SavvyCal.
List Scheduling Links
Get a list of scheduling links.
List Time Zones
Get a list of all canonical zones in the time zone database.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
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Frequently Asked Questions
To start, connect both your Savvycal and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Savvycal triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Savvycal 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 Savvycal 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 Savvycal 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 Savvycal
Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.
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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