Automatically Display Capsule CRM Details in Aircall Insight Cards
This workflow presents Aircall agents with insight cards containing detailed information from Capsule CRM for each inbound or outbound call, enhancing customer interaction.
This workflow integrates Aircall and Capsule CRM to provide agents with real-time insights during calls. When a call is initiated or received, the workflow searches Capsule CRM for the caller's details, excluding anonymous numbers. If a match is found, it displays an insight card in Aircall with the caller's name, job title, company, last contact date, email, and location, along with a direct link to their Capsule CRM profile.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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