Integrations / CRM
Connect Capsule CRM to WhatsApp: projects, tasks and boards by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Capsule CRM once, then ask Flann to look things up in it or get work done in it, by text or voice note. Connected to Flann, Capsule CRM behaves like a colleague who never forgets a follow-up. Flann suggests who to contact, drafts the message in the customer’s language and prepares the record update.
109 actions in Capsule CRM. 59 only look things up, and 50 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Capsule CRM
Send any of these on WhatsApp, in your own words. Flann finds the right Capsule CRM action and fills in the details from the conversation.
“Look up the project in Capsule CRM.”
“Show me my deleted projects in Capsule CRM.”
“Look up the task in Capsule CRM.”
“Create a task in Capsule CRM.”
“Create a project in Capsule CRM.”
“Add a project party in Capsule CRM.”
What Flann can work with in Capsule CRM
Capsule CRM gives Flann 109 actions across 33 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Opportunities | createdeletelook upsearchupdate | 6 |
| Projects | createdeletelook upsearchupdate | 6 |
| Boards | deletelook uprestoreupdate | 5 |
| Categories | createdeletelook upupdate | 5 |
| Tasks | createdeletelook upupdate | 5 |
| Users | look upupdate | 4 |
| Attachments | look upupload | 2 |
| Parties | addcreatedeletelook upsearchupdate | 6 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Capsule CRM.
| Compare | Capsule CRM on its ownEvery step is yours | A fixed workflowTriggers built in advance | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about projects | By hand, screen by screen | Only the look-ups someone built | 59 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 50 changes, made from a message |
| Capsule CRM records | All of them, one screen at a time | Only the ones you wire up | 33 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | One sign-in to Capsule CRM |
YesPartlyNo
Step by step: Capsule CRM jobs you can hand to Flann
Each step below names the Capsule CRM action Flann actually runs.
Create a project from a voice note
- You message Flann on WhatsApp: “Create a project in Capsule CRM with these details.”
- Flann runs
List Projectsin Capsule CRM and shows you what it found. - Flann runs
Create Projectin Capsule CRM. - Flann creates it in Capsule CRM and confirms in the chat.
Fix a task without opening Capsule CRM
- You message Flann on WhatsApp: “Change the task in Capsule CRM: here is what is different.”
- Flann runs
List Tasksin Capsule CRM and shows you what it found. - Flann runs
Update Taskin Capsule CRM. - Flann makes the change in Capsule CRM and confirms in the chat.
Clean up boards you no longer need
- You message Flann on WhatsApp: “Which boards in Capsule CRM are out of date? Remove the ones I confirm.”
- Flann runs
List Boardsin Capsule CRM and shows you what it found. - Flann runs
Delete Boardin Capsule CRM. - Each removal is confirmed in the chat.
Repetitive Capsule CRM work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Logging the meeting from the car park
Today
After a meeting you mean to write up the notes, set the next step and add a reminder in Capsule CRM. By the time you reach a desk, half the detail has gone.
With Flann
“Just met Priya at Northgate, wants a quote for twelve units, call her back Thursday.”
Flann matches Priya to her record in Capsule CRM, writes a clean meeting note and proposes a follow-up task for Thursday. It also suggests moving the deal to the quoting stage.
What you stop doing: Meeting notes stop depending on your memory at the end of the day.
Deals with no next step
Today
Deals pile up in Capsule CRM with no next action, no date and no owner. The pipeline looks full while a good part of it is quietly dead.
With Flann
“Show me open deals in Capsule CRM with no next step or no activity this month.”
Going stage by stage through Capsule CRM, Flann lists the deals that have stalled, with the last contact date and who owns each one. Short and honest.
What you stop doing: Pipeline reviews no longer begin with clicking through every deal.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Capsule CRM
- Search for Capsule CRM in Flann’s Connectors.
- Sign in to your Capsule CRM account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Go back to WhatsApp and ask for what you need. Flann chooses the Capsule CRM action and fills in the details.
Look-ups run as soon as you ask and change nothing in Capsule CRM. You can disconnect Capsule CRM from Connectors at any time.
Ways to use Capsule CRM with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Capsule CRM: last deal, last note, last time you spoke.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Capsule CRM and asks you to confirm.
Move deals forward
Tell Flann a deal closed or stalled.
Everything Flann can do in Capsule CRM
The full list of Capsule CRM actions available to Flann once you connect it.
Looks up 59
- Get Current User
- Get Opportunity
- Get Project
- List Deleted Opportunities
- List deleted parties
- List Deleted Projects
- List Entries By Date
- List Opportunities
- List Parties
- List Party Opportunities
- Search Parties
- Get Activity Type
- Get Attachment
- Get Board
- Get Category
- Get Custom Field Definition
- Get Entity Tag
- Get Entry
- Get Lost Reason
- Get Milestone
- Get Pipeline
- Get Stage
- Get Task
- Get Track
- Get Track Definition
- Get User
- List Activity Type Icons
- List Activity Types
- List Board Stages
- List Boards
and 29 more
Changes 50
- Add Party to Opportunity
- Create Capsule CRM Category
- Create Capsule CRM Milestone
- Create Capsule CRM Party
- Create Capsule CRM Title
- Create Custom Field Definition
- Create Entry
- Create Opportunity
- Create Project
- Create Task
- Create Track
- Create Track Definition
- Delete Category
- Delete Custom Field Definition
- Delete Entry
- Delete Lost Reason
- Delete Opportunity
- Delete Party
- Delete Project
- Restore Board
- Update Custom Field Definition
- Update Opportunity
- Update Project
- Add Project Party
- Create Lost Reason
- Create Stage
- Delete Board
- Delete Entity Tag
- Delete Milestone
- Delete Opportunity Party
and 20 more
More CRM apps Flann works with
Common questions
What can Flann do with opportunities in Capsule CRM?
Flann can create, delete, look up, search and update opportunities in Capsule CRM, using 6 actions (Create Opportunity, Delete Opportunity, Get Opportunity, List Opportunities and more). Looking up runs straight away and changes nothing. The other actions create or change opportunities in Capsule CRM.
What can Flann do with projects in Capsule CRM?
Flann can create, delete, look up, search and update projects in Capsule CRM, using 6 actions (Create Project, Delete Project, Get Project, List Projects and more). Looking up runs straight away and changes nothing. The other actions create or change projects in Capsule CRM.
How does Flann connect to Capsule CRM?
Open Connectors in Flann, choose Capsule CRM and sign in to your Capsule CRM account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 109 actions in Capsule CRM.
Can I use Capsule CRM from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Capsule CRM for you. You do not need to open Capsule CRM.
Is Capsule CRM included in my Flann plan?
Yes. Every Flann plan includes every app, Capsule CRM included.