What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Manage contacts and track sales
Example
"Create new Capsule CRM opportunities when qualified leads are submitted"
Memory Recall
View CRM activity history and contact touchpoints.
Example
"Get interaction history for Capsule CRM contacts tagged as VIP."
Instant Reaction
Notify sales team when contact inactivity exceeds thresholds in Capsule CRM.
Example
"Send alert if no activity is logged on a lead for 10 days."
Autonomous Routine
Monitor deal pipelines, contact history, and conversion metrics.
Example
"Generate pipeline and contact touchpoint report weekly."
Agent-Initiated Action
Reassign stale leads or send nudge email.
Example
"Send follow-up if contact hasn't replied in 5 days."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Sync contact tasks and timelines
Gmail
Track email correspondence
Slack
Alert reps of pending tasks
Try It with Your Agent
Example Prompt:
"Log a Capsule CRM activity and notify assigned rep in Slack 24 hours before due date."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Capsule CRM in Fastn UCL: Navigate to the Connectors section and select Capsule CRM, then click Connect.
2
Authenticate using your Capsule CRM credentials or API key.
3
Enable “create_contact” and “update_opportunity” in the Actions tab.
4
Use the AI Agent to manage customer relationships or pipelines by issuing relevant prompts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
