Generate accurate transcripts, key takeaways, and shared notes with Otter. Then find them stored in your Capsule records. Minimize admin, and forget relying on your memory.
Otter is an AI-powered meeting assistant that automatically records, transcribes, and summarizes your conversations. Whether you're meeting via Zoom, Microsoft Teams, or Google Meet, Otter captures every detail so you can focus on the discussion. Help your team collaborate more effectively by generating accurate transcripts, key takeaways, and shared notes in real time.
What are the benefits of connecting Otter and Capsule?
- Track every conversation: Automatically record and log meetings with leads and clients in Capsule for complete context.
- Save time on admin: Otter creates meeting summaries and adds links to recordings automatically. No need to copy-paste notes!
- Stay organized: Keep your client and lead records up to date with full visibility of recent calls and meetings.
- Collaborate better: Share Otter summaries with teammates so everyone has the same understanding of what was discussed.
How to set up the Otter connection
Connect Otter and Capsule through Zapier to automatically record calls and attach the summary and recording link to the relevant record in Capsule. To get started, you’ll need:
- A Capsule CRM account
- An account with Otter
- A Zapier plan that enables multiple steps.
Follow our short guide to setting up the Otter-Capsule connection.
This integration requires a Zapier plan that enables multi-step Zaps. Visit our support guide for more information on setting up this integration.