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Customize your Capsule CRM and Gong.io integration with the following
triggers and actions.
Triggers
When this happens…
Capsule CRM
- New opportunityNew opportunity in Capsule CRM
- New organizationNew organization in Capsule CRM
- New opportunity from a specific partyNew party opportunity in Capsule CRM
- New personNew person in Capsule CRM
Any other trigger you can think up
Gong.io
- New call Real-timeNew call in Gong.io
Any other trigger you can think up
Actions
Do this…
Capsule CRM
- Add opportunityAdd opportunity to Capsule CRM
- Add organizationAdd organization to Capsule CRM
- Add personAdd person to Capsule CRM
- Search organizations Batchsearch organizations in Capsule CRM
- Search people Batchsearch people in Capsule CRM
- Update opportunityUpdate opportunity to Capsule CRM
- Update organizationUpdate organization to Capsule CRM
- Update personUpdate person to Capsule CRM
Any other action you can think up
Gong.io
- Custom actionCustom action in Gong.io (Custom)
- Add callAdd call in Gong.io
- Add call mediaAdd call media in Gong.io
- Post a digital interactionCreate a digital interaction in Gong.io
- Get call by IDGet call by ID in Gong.io
- Search aggregated user data BatchSearch aggregated user data in Gong.io
- Search call scorecards BatchSearch call scorecards in Gong.io
- Search call transcripts BatchSearch call transcripts in Gong.io
- Search calls BatchSearch calls in Gong.io
- Search users BatchSearch users in Gong.io
Any other action you can think up
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