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Customize your Capsule CRM and Talkdesk 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
Talkdesk
- New Contact is Created Real-timeNew Contact is Created in Talkdesk
- Inbound Call reaches Contact Center Real-timeAn Inbound Call Reaches Contact Center
- OutBound Call Ends Real-timeOutBound Call Ends in Talkdesk
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
Talkdesk
- Custom actionCustom action in Talkdesk Connector (Custom)
- Create CallbackCreate Callback in Talkdesk
- Create subscriptionCreate subscription in Talkdesk
- Create UserCreate a new user in Talkdesk
- Download reportDownload report in Talkdesk
- Get Contact by IDGet Contact by ID in Talkdesk
- Get subscriptionGet subscription in Talkdesk
- Get user by emailGet User by email in Talkdesk
- List queriesList queries in Talkdesk
- Update subscriptionUpdate subscription in Talkdesk
Any other action you can think up
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