Connect seven and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Incoming SMS
Incoming call
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 seven and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Incoming SMS
Triggers when a new inbound sms has been received
Incoming call
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.
New or Updated Task
Triggers when a given action is performed on a Task.
Do thisActions
Action is the task that follows automatically within your seven integrations.
Lookup CNAM
You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.
Lookup HLR
looks up information regarding home location register for a given number
Lookup MNP
looks up information regarding mobile number portability for a given number
Lookup Number Format
Query the national and international format of any mobile phone number. You will also receive information about the network operator associated with the number (without porting information).
Register Webhook
To Register the webhook
Send SMS
Send an SMS to one or more recipients.
Know More About Seven and Capsule Crm Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your seven and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in seven triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how seven 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 seven 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 seven 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 seven
Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.
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
