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Zendesk App Updates

Capsule has offered a Zendesk app for a long time. When viewing a support ticket, the app can be used to see related contact details from Capsule directly inside Zendesk.

Late last year, Zendesk released a new version of their app platform. As such, we’ve taken the opportunity to modernize the Capsule Zendesk app, streamline how it works, and add some new features. Here’s a quick look at what’s new:

Redesigned user experience

Not only does the app look a lot more modern, you’ll also find it feels much more integrated within Zendesk’s interface. Matching contacts is now quicker and smarter, while the contact profile still contains all of the information you need from your Capsule account.

Contact matching improvements

If there isn’t an exact match on the Zendesk ticket requester details in Capsule, you’ll be navigated to the matching page so that you can create a match yourself. From here, you can either choose to add the ticket requester as a new contact in Capsule, or if you know the contact is already in Capsule, perhaps under a slightly different name, you can search for them and make a match.

When you have identified a match through the search function - you can press the “Match” button next to each search result. Pressing this button moves the contact that you’ve selected into the main profile view and also adds the ticket requester’s email address to the contact in Capsule, automatically linking the ticket and the contact.

This has the added bonus of improving the accuracy of the app’s automated initial search, meaning you’re much more likely to get matched with the correct contact in the future.

Twitter matching

As well as email tickets, Zendesk also supports tickets generated by Twitter. The app will now match contacts in your Capsule account based on the ticket’s Twitter handle. And if you need to make a match, the Twitter handle will automatically be added to the contact so you know who you’re talking to the next time they contact you via Twitter.

Enhanced search results

Previously, identifying the right person or organization in existing contacts could sometimes be difficult. For instance, if multiple search results had the same name, there would be no way to differentiate them since we only presented the name.

You’ll now be able to see the contact’s profile picture, along with their organization directly in the search results. And if this still isn’t enough, we’ve linked each contact to their corresponding Capsule page, so all you need to do is click on their name to get the full details.

Migrating to the new version

All users will automatically be updated to the new version of the app, all you need to do is add your Capsule Personal Access Token to the Zendesk app.

We hope you enjoy the new Zendesk app! Please let us know if you have any thoughts or questions.

January 2018 News

Happy New Year! We hope you’re having a great start to 2018. Last year was a busy year for us as we worked towards some major feature releases. We’re continuing that work and we’ll let you know about those features closer to the time. In the meantime, we’d like to share a few new things you’ll see around Capsule.

 

Capsule Mobile

We now have a dedicated team working on our mobile app for iPhone and Android, and they are busily rolling out updates. Recent updates include reworking the navigation to make it easier to get to the right page quickly, support for attaching images and documents directly from your phone, quick access to recently accessed contacts, plus a bunch of speed improvements. To get Capsule for your smartphone, simply download from the App Store or Google Play.
 

Integration with CircleLoop

If you’d like to better manage phone calls across your business, check out CircleLoop which is a cloud-based telephony system for businesses. You simply use the mobile devices and computers you’ve already got to both make and receive calls from a UK number you select - you just need to install their app. Their plan includes unlimited calls to UK landline and mobile numbers, voicemail to text, and you can even share a business phone number with all your team. The team at CircleLoop have done a fantastic job of integrating Capsule including easy set-up, support for click-to-call, and logging of calls directly in Capsule. Learn more and sign-up.

Integration with Sage One

Capsule now integrates with Sage One (UK) to add to our growing list of integrations with accounting systems. The integration streamlines customer creation and updates across both systems, and the inclusion of Sage One invoices history directly inside Capsule ensures you get a complete and up-to-date view of your customer status. Learn more and sign-up.

Zapier hits 1,000 integrations

In addition to the many direct to Capsule integrations, Capsule also connects to Zapier, enabling creative ways to push data between Capsule and the many other apps on Zapier. Zapier has just announced they’ve hit a milestone of 1000 integrations in their toolkit. Check out Zapier’s page about Capsule to get ideas for connecting Capsule with other applications you use, such as notifying a Slack channel when new opportunities are created in Capsule.

 

New default profile pictures

If you are a regular user of Capsule, you may have noticed Capsule now shows an icon with the initials of a contact when the contact doesn’t have a profile picture. For example, GW would appear for Gavin Williams. In places where it would be useful to show a contact or user, but we don’t have space to show their full name, we can display the icon to provide greater context, alongside a hover or click through to see details. You can see an example of this in action on the team calendar page (above) where we’ve recently added the user icon to show who is assigned to each entry.

More power to Tracks

Many of our customers make use of the Tracks feature in Capsule to automate the assignment of standard tasks you follow when progressing sales opportunities, responding to customer queries, or implementing projects on behalf of customers. We’ve recently updated Tracks to allow the steps to be configured just for weekdays so that tasks don’t get assigned on the weekend, and also to allow steps in a Track to be assigned to different members across your team. Read more.

GDPR Update

If you operate in the UK or other parts of Europe, it’s likely you will have heard of the upcoming changes around personal data protection in the form of the General Data Protection Regulation (or GDPR for short). The GDPR is European legislation that applies to organizations anywhere who collect data about EU individuals, including those in UK. It is an evolution of the existing EU data protection framework. In the coming weeks, we’ll be letting you know about updates to our agreements, and updates to Capsule which assist customers who are subject to GDPR. Read more about what we are doing.

Thanks for reading and we hope you continue to have a fantastic year with Capsule. If there’s ever anything we can help with or if you’d like to share anything then you can email in or reach us on Twitter.

All the best for 2018

Introducing the new CircleLoop integration with Capsule

We’ve got some fantastic news to share with our UK customers who’d like to integrate Capsule with a phone system. Today we’re introducing the Capsule integration for CircleLoop.

CircleLoop is a cloud-based business phone system. You simply use the mobile devices and computers you’ve already got to both make and receive calls from any UK numbers you add to your account - you just need sign-up to a free CircleLoop trial, install their Apps and you are live!

Each CircleLoop user plan includes a business phone number, unlimited calls to UK landline and mobile numbers, voicemail to text, and a growing list of handy features - this unlimited plan is £15/user per month. You can add in additional team members as users within a few clicks, and if you have an existing business phone number then this can be ported into CircleLoop when you are ready.

The integration CircleLoop have built makes it really easy to use it with Capsule, unlocking even better ways to keep in touch with your contacts over the phone. The integration has three main features:

Contact Syncing

Contacts that you add to Capsule will automatically be synced with CircleLoop, so if you’re making calls within their app you can search for your contacts there. You can also filter the contacts in CircleLoop to help find just your Capsule contacts.

Click-to-Call

With a small change to your Capsule User Preferences, all your contact’s phone numbers become clickable and you simply need to click their number to start a call in CircleLoop. That works for both Capsule on your computer and when you’re using the Capsule Mobile App.

Call Logging

Each call you make will automatically and instantly be added to your Capsule contact’s notes. When you receive a voicemail from a contact, CircleLoop converts the voicemail to text and adds that as a note to your contact history too.

The team at CircleLoop have put together a video to give you an overview of the integration here:

We’ve arranged for Capsule customers to get an exclusive 14-day free trial of CircleLoop so feel free to have a good play with their service. If you’d like to get started with the integration and you’re already a Capsule customer, you can use this link to setup your CircleLoop trial.

If you’re not signed up for Capsule quite yet, use the following link to signup for a free or trial account.

Capsule integration with Sage One

Great news for our UK customers. We’re happy to announce that Sage One (UK version) has joined the ranks of great accounting services that integrate with Capsule.

Sage One empowers entrepreneurs by providing the essential accounting they need via easy-to-use mobile and web apps. It’s simple, powerful, and helps small business owners better run and grow their business.

When you’re working with a range of web services it can be a challenge to get a good overview of all your information in one place. If you’re talking to a client and you pull up their information in Capsule you want to be able to see not only your meeting and conversation history with them, but also their accounting history.

  • How much have you invoiced them since becoming a customer?
  • Do they have any outstanding invoices?

Our integration with Sage One has been designed and built to tackle this providing a complete view of contact and communication details from Capsule combined with invoice information from Sage One. You can drill down to view specifics and with the click of a button you can go directly to create a new invoice in Sage One.

The integration reduces the need to switch back and forth between the two services and means new contact details need only be entered into Capsule and then exported to Sage One when you’re ready to raise an invoice. All the contact details will come across and even sync.

Check out our video of the integration in action:

If you’re not familiar with Sage One then head over to their website and sign up to a free trial. Once you’re all signed up you will need to setup the integration in Capsule by going to your Settings > Integrations > click Configure next to Sage One.

And if you’re coming from Sage One and haven’t checked out Capsule yet then you can head over to our main site and click the button at the top to sign up to a free trial right now!

If you need help setting up the integration then you can check out our support article or just email us directly and we’ll be happy to help you get up and running right away.

PandaDoc Integration

Creating proposals, quotes and contracts is often a large part of the sales process. The important information for such documents can be found within your Capsule account stored against your contacts and opportunities. Rather than duplicating this information or spending your time copying and pasting from one to the other, PandaDoc have built a seamless Chrome extension for Capsule that enables you to populate your documents with details from Capsule.

  • Include the name of your Capsule contact as a signatory
  • Populate the title of your document from your sales opportunity
  • Include an address for your contact in the proposal

All this can be done using PandaDoc’s Chrome extension and you do it without ever leaving Capsule. When viewing a record in Capsule you’ll also be able to see any existing documents that are linked to them, making it super handy.

Just like Capsule, PandaDoc can help teams and individuals to become more efficient and productive. In addition to the niffty Capsule extension, PandaDoc has some really smart features to help you create and manage professional online documents. If you require a signature to ‘seal the deal’ then electronic signing of contracts gives you a faster turnaround, reduces the cost per contract and you can set up alerts when a contract is viewed and signed.

Getting started with the extension

You can use this link to install the PandaDoc/Capsule extension in Chrome.

Once installed, whenever you view a contact or an opportunity you can click the PandaDoc icon to bring up the panel to create a document. PandaDoc also has a dedicated support article that goes into more detail on how to use the Chrome extension.

Don’t forget to check out this video on how the integration works as well:

New add-on: 2-way sync to Google Contacts via PieSync

We’re pleased to announce the PieSync team are integrating with Capsule. PieSync is a true two­-way synchronization platform that connects Google Apps with other cloud services.

Capsule’s own built in integration with Google Contacts offers a one-way connection which updates Google Contacts when you change a contact in Capsule. PieSync takes this further by offering a two-way connection. If you create or change a contact in either Google or Capsule, it will be automatically synced to the other service.

To get early access to the integration, visit the PieSync information page for more details and to request access.

PieSync’s vision is to grow their synchronization platform to many more services to better enable the ‘integrated web’. We look forward to seeing how this integration evolves. PieSync joins the growing list of add-ons for Capsule. Check out the full list over on our add-ons page.

PieSync Liberate

New Gmail gadget coming for Google Apps users

We’re looking forward to rolling out a new Gmail gadget for Google Apps users starting April 29th. The new gadget introduces the following improvements:

  • A fresh clean design that sits beautifully alongside the latest version of Gmail
  • A complete reworking of the way that the gadget integrates with Gmail’s mail servers to ensure the gadget is both fast and reliable
  • Improved functionality to streamline the use of the gadget, such as allowing override of contact details and linking them to an organisation when adding a new contact to Capsule

Importantly, there is a step required to enable the new gadget on your Google Apps domain. When we release the new gadget on April 29th or soon after, the old gadget will disappear from your Google Apps account. An administrator of your domain needs to follow these steps to re-enable the gadget on your account.

Here’s a preview of what you’ll seen once the new gadget is enabled:

Gmail gadget v2

And once the gadget is expanded:

Gmail gadget v2 expanded

Google Apps marketplace improvements

Google has updated and improved the Google Apps Marketplace which provides thousands of third-party applications that extend Google Apps for Business. Capsule is one of the first 23 applications available at the launch of the improved Google Apps Marketplace to install directly from the Admin console.

Google Apps Marketplace

Over the past couple of months we’ve been working with support from the Google Apps Marketplace team to ensure that the migration to OAuth 2.0, which brings greater security is as seamless as possible for existing customers who access Capsule via Google Apps.

There are a lot of technical changes under the hood but your Capsule account will continue to work just as it has. Domain administrators will receive a confirmation email once the migration of Capsule to OAuth 2.0 has been completed on your domain. There’s nothing you need to do. You’ll continue to sign-in to Capsule using the app launcher in Google and the Gmail gadget will continue to work as before.

In a few weeks once the migration is complete we’ll be launching a shiny new faster version of the Gmail gadget. Here’s a sneak peek of the new gadget in expanded mode running inside Gmail:

Gmail gadget v2

We’re also planning further integration with Google Apps to take advantage of some new capabilities from Google so stay posted.