Do everything in one place

Customize your Capsule CRM and Cisco Webex Meetings integration with the following triggers and actions.

Triggers

When this happens…

Capsule CRM
  • New opportunity
    New opportunity in Capsule CRM
  • New organization
    New organization in Capsule CRM
  • New opportunity from a specific party
    New party opportunity in Capsule CRM
  • New person
    New person in Capsule CRM
  • Any other trigger you can think up

Cisco Webex Meetings
  • New event Real-time
    New event in Cisco Webex Meetings
  • New recording
    New or updated recording in Cisco Webex Meetings
  • Any other trigger you can think up

Actions

Do this…

Capsule CRM
  • Add opportunity
    Add opportunity to Capsule CRM
  • Add organization
    Add organization to Capsule CRM
  • Add person
    Add person to Capsule CRM
  • Search organizations Batch
    search organizations in Capsule CRM
  • Search people Batch
    search people in Capsule CRM
  • Update opportunity
    Update opportunity to Capsule CRM
  • Update organization
    Update organization to Capsule CRM
  • Update person
    Update person to Capsule CRM
  • Any other action you can think up

Cisco Webex Meetings
  • Create record
    Create record in Cisco Webex Meetings
  • Custom action
    Custom action in Cisco Webex Meetings
  • Delete record
    Delete record in Cisco Webex Meetings
  • Download recording
    Download recoding in Cisco Webex Meetings
  • Get record details
    Get record in Cisco Webex Meetings
  • Search records
    Search records in Cisco Webex Meetings
  • Update record
    Update records in Cisco Webex Meetings
  • Any other action you can think up

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