Display Capsule CRM information to an Aircall agent as an insight card

Get this template

Get this template

Apps used in template

Aircall

Capsule CRM

About

Every time a new inbound or outbound Aircall call is created, an Aircall agent will see the insight card about the caller or the callee with the information from Capsule CRM.

Trusted by thousands of fast-scaling organizations around the globe

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

Create or update a contact when a new row is added to a Google Sheet

Every time a new row is added in Google Sheets, Make will automatically create or update a contact in Mautic. This example uses the sheet in this link.

Try It ➔

Create ActiveTrail contacts from new Google Sheets spreadsheets rows

Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new contact in ActiveTrail. The template uses this example spreadsheet.

Try It ➔

Send ClickSend SMS messages for new Google Sheets rows

Every time a new row is added to your Google Sheets spreadsheet, Make will automatically send an SMS message via ClickSend to a specified number/list of recipients.

Try It ➔

Log your Aircall data in Google Sheets

Every time a new call is received on Aircall, Make will automatically store information about the call in Google Sheets. The template uses this example document.

Try It ➔

Send Bulk Text Messages from Google Sheets

Send hundreds of SMS messages with one click! Simply create a 'Sender', 'Message', and 'Recipient' column in Google Sheets, fill in the details and GatwayAPI will do the rest! (YES - you can send different messages!)

Try It ➔

Add new ActiveCampaign subscribers to a Google Sheets spreadsheet

Every time a new subscriber is added to ActiveCampaign, Make will automatically add that subscriber to a new row in a Google Sheets spreadsheet. If you want to use this template as it is, you need to create a table according to this [example] (https://goo.gl/HofgmG).

Try It ➔

Create Omnisend custom events from new Google Sheets rows

Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new custom events in Omnisend. The template uses this example spreadsheet.

Try It ➔

Create Capsule CRM opportunities from Google Sheets rows

Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new opportunity in Capsule CRM. The template uses this example spreadsheet.

Try It ➔

Save new GetResponse contacts to a Google Sheets spreadsheets as new rows

Every time a new contact is created in GetResponse, Make will automatically add that contact to a new row in your Google Sheets spreadsheet. The template uses this example spreadsheet.

Try It ➔

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.

Add an Additional Party in Case

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

Action

Add an Additional Party in Opportunity

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

Action

Archive a Call

Archives a call.

Action

Comment a Call

Adds a comment to a call.

Action

Create a Case

Creates a new case.

Action

Create a Contact

Creates a contact.

Action

Create a Custom Field

Creates a new party, opportunity or case custom field.

Action

Create a Milestone

Creates a new opportunity milestone.

Action

Create a Party

Creates a new party.

Action

FAQ

How do I get started with Make?

What is a scenario?

What is a module?

What is mapping?

How Make works

Thousands of fast-scaling businesses create and automate on Make

See Make in action

See how Make works

Trusted by 500,000+ Makers

"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."

Philipp Weidenbach

Head of Operations at Teleclinic

"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."

Cayden Phipps

COO at Shop Accelerator Martech

"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."

Erkki Markus

Product Owner at Smaily

"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."

Andreas Wixler

CTO & Co-founder at FINN