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Capsule CRM integration

Use Capsule CRM in Zoft workflows, voice agents, chat agents and AI employees. Use Capsule CRM from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Task
  2. ZoftAgent or workflow decides what happens next
  3. Then in Capsule CRMCreate Task
  4. AndCreate Contact
Illustrative flow built from Capsule CRM’s real triggers and actions.

Zoft + Capsule CRM

What Zoft can do with Capsule CRM.

  • 01Voice agentsA phone agent can use Capsule CRM actions such as Create Task and Create Contact during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Capsule CRM while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Task” happens in Capsule CRM, or use Capsule CRM as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Capsule CRM actions on its own, and ask for your approval before it sends or changes anything important.

Actions 10

Things Zoft can do in Capsule CRM.

  • Create TaskCreate a new Task in Capsule CRM.
  • Find ContactFind a Person by search criteria.
  • Find ProjectFind a Project by search criteria.
  • Create ContactCreate a new Person or Organisation in Capsule CRM.
  • Create ProjectCreate a new Project in Capsule CRM.
  • Update ContactUpdate fields on an existing Person or Organisation.
  • Find OpportunityFind an Opportunity by search criteria.
  • Add Note to EntityAdd a comment/note to an entity (e.g., contact, opportunity, project).
  • Create OpportunityCreate a new Opportunity in Capsule CRM.
  • Update OpportunityUpdate an existing Opportunity in Capsule CRM.

Triggers 4

Events in Capsule CRM that can start a workflow.

  • New CaseFires when a new case (project) is created in Capsule CRM.
  • New TaskFires when a new task is created.
  • New ProjectFires when a project is created.
  • New OpportunityFires when a new opportunity is created.

Setup

Connect Capsule CRM in three steps.

  1. 01ConnectChoose Capsule CRM in Connections and approve access in the Capsule CRM sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Capsule CRM as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Capsule CRM on Zoft, answered.

What can Zoft do with Capsule CRM?

Zoft supports 10 actions and 4 triggers for Capsule CRM. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Capsule CRM to Zoft?

Choose Capsule CRM in Connections and approve access in the Capsule CRM sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Capsule CRM?

Yes. Once Capsule CRM is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Capsule CRM without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Capsule CRM to work in your operation.

Get early accessTalk to sales