How to integrate CapsuleCRM?

Created by Igor Galic, Modified on Fri, 19 Aug 2022 at 02:35 PM by Igor Galic

TABLE OF CONTENTS



Description


The ideal CRM tool for companies with 10-1000 employees. Over 10,000 businesses across the globe use Capsule to better organize their customer facing and sales activities. Capsule is easy to use, yet powerful and customisable so you can adapt it to your business. It integrates with other popular apps such as Google G Suite, QuickBooks, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes with our free trial.



Entities


SourceTarget
List PartiesCreate Case
List OpportunitiesCreate Task
List CasesCreate Party
List EntriesCreate Entry
List EmployeesCreate Opportunity
List UsersCreate Milestone
List TeamsCreate Task Category
List Task Categories
List Tasks
List Milestones



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.

Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.



Step 3.


You will be prompted for the API Key.


Step 4.

To obtain the API Token, Log in to your CapsuleCRM Dashboard and in the top right corner click on your name.

 

 

Then on "My Preferences".

 

 

After that, on the left bottom side, click on "API Authentication Tokens".

 

Here you will generate the API Token, and give it a description so you can create it.

 

 

After you have created the token , simply copy and paste it to Syncspider! 


 

Click Finish!



CapsuleCRM is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget.



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