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Yodel.io
Capsule CRM

Create Capsule CRM entries from finished Yodel.io calls

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Every time a call is finished in Yodel.io, Make will automatically create a new entry in Capsule CRM.

Apps Included
Categories
CRM
SMS & Phone

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Capsule CRM
Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action
Capsule CRM
Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action
Yodel.io
Call ended

Triggers when a call is finished or was missed.

Trigger, Instant, Acid
Capsule CRM
Create a Case

Creates a new case.

Action
Capsule CRM
Create a Custom Field

Creates a new party, opportunity or case custom field.

Action
Capsule CRM
Create a Milestone

Creates a new opportunity milestone.

Action
Capsule CRM
Create a Party

Creates a new party.

Action
Capsule CRM
Create a Tag

Defines a new party, opportunity or case tag.

Action
Capsule CRM
Create a Task

Creates a new task.

Action

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