Capsule crm for your voice agent

Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
One click. You sign in to Capsule crm from Connected apps and approve access. There's no API key to paste.
What it reads
61 actions, such as get Activity Type, get Attachment and get Board.
What it changes
51 actions, such as add Project Party, create Capsule CRM Category and create Custom Field Definition.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 112. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Capsule crm actions

Reads 61

  • Get Activity Type
  • Get Attachment
  • Get Board
  • Get Category
  • Get Current User
  • Get Custom Field Definition
  • Get Entity Tag
  • Get Entry
  • Get Lost Reason
  • Get Milestone
  • Get Opportunity
  • Get Party
  • Get Pipeline
  • Get Project
  • Get Stage
  • Get Task
  • Get Track
  • Get Track Definition
  • Get User
  • List Activity Type Icons
  • List Activity Types
  • List Boards
  • List Board Stages
  • List Categories
37 more
  • List Countries
  • List Currencies
  • List Custom Field Definitions
  • List Deleted Opportunities
  • List deleted parties
  • List Deleted Projects
  • List Entity Entries
  • List Entity Tags
  • List Entity Tracks
  • List Entries By Date
  • List Goals
  • List Lost Reasons
  • List Milestones
  • List Opportunities
  • List Opportunity Parties
  • List Opportunity Projects
  • List Opportunity Tasks
  • List Organisation Employees
  • List Parties
  • List Party Opportunities
  • List Party Projects
  • List Party Tasks
  • List Pipeline Milestones
  • List Pipelines
  • List Project Parties
  • List Projects
  • List REST Hooks
  • List Site
  • List Stages
  • List Tasks
  • List Teams
  • List Titles
  • List Track Definitions
  • List Users
  • Search Opportunities
  • Search Parties
  • Search Projects

Changes 34

  • Add Project Party
  • Create Capsule CRM Category
  • Create Custom Field Definition
  • Create Entry
  • Create Lost Reason
  • Create Capsule CRM Milestone
  • Create Opportunity
  • Add Party to Opportunity
  • Create Capsule CRM Party
  • Create Project
  • Create Stage
  • Create Task
  • Create Capsule CRM Title
  • Create Track
  • Create Track Definition
  • Restore Board
  • Run Filter Query
  • Update Capsule CRM Board
  • Update Capsule CRM Category
  • Update Custom Field Definition
  • Update Entity Tag
  • Update Entry
  • Update Capsule CRM Lost Reason
  • Update Capsule CRM Milestone
10 more
  • Update Opportunity
  • Update Capsule CRM Party
  • Update Capsule CRM Pipeline
  • Update Project
  • Update Capsule CRM Stage
  • Update Task
  • Update Capsule CRM Track
  • Update Capsule CRM Track Definition
  • Update User
  • Upload Attachment

Deletes 17

  • Delete Board
  • Delete Category
  • Delete Custom Field Definition
  • Delete Entity Tag
  • Delete Entry
  • Delete Lost Reason
  • Delete Milestone
  • Delete Opportunity
  • Delete Opportunity Party
  • Delete Party
  • Delete Project
  • Delete Project Party
  • Delete Stage
  • Delete Task
  • Delete Title
  • Delete Track
  • Delete Track Definition

Capsule crm setup

  1. Signing in to Capsule crm

    Choose Capsule crm in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 112 actions the agent may use. Start with lookups and add the ones that change Capsule crm when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

Get startedSee it answer a call