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Integrating with other applications

Capsule integrates with a number of different applications including Mailchimp, Wufoo, Xero and more.

Account admins can find the full list of available integrations and configuration instructions by going to the Account Settings Integrations.

Some integrations might as you to generate an Personal Access token. To do that you can follow the instructions here.

Capsule provides a RESTful API that you can use to integrate your bespoke or third party application with Capsule. Refer to the Capsule API getting started guide.

Authenticating with Capsule

With the update to Capsule API v.2 we now support authenticating using a process called oAuth 2.

OAuth 2 is a protocol that lets external applications request authorization to details in a user’s Capsule account without accessing their password. This is preferred over using API keys because tokens are limited to a specific application, and can be revoked by the users at any time.

This means that instead of having to specifically enter your Capsule subdomain and API key you are redirected to your Capsule login page where you approve the connection and that’s it. Much simpler.

You can follow the steps below to review the applications that you’ve authorized to access your account:

  1. Click on your name in the top menu bar
  2. Select My Preferences
  3. Click the link to your Authorized Applications
  4. Here you can click revoke to stop an application from accessing your account.

Personal Access Tokens

If you’re a developer using our API to develop one-off applications or integrations, or you’re a user making use of an external application with links to Capsule, you will need a Personal Access Token to connect to the Capsule API. Follow the steps below to find your Personal Access Tokens:

  1. Click on your name in the top menu bar
  2. Select My Preferences
  3. Click the link to your API Authentication Tokens
  4. Select the Personal Access Tokens Tab

It’s important to generate a different access token for each individual purpose, and to restrict the scope of the token to only what is required for the given purpose.

Integrations

You can find the full list of services that integrates with Capsule on our Add-ons page. It includes integrations that we have built ourselves as well as integrations that 3rd party services have built with Capsule.

Any integration that requires a specific setup inside Capsule can be found in your Capsule Account Settings Integrations.

Below are some handy links to specific articles about how to setup & use some of these integrations.

G Suite icon G Suite integration

Access Capsule directly from Google Mail

Google icon Google Calendar & Contact integration

Link your Capsule contacts and tasks to your Google account

Xero icon Xero integration

Xero is an online accounting system designed for small businesses and their advisors

FreshBooks icon FreshBooks integration

Use FreshBooks to send, track and collect payments quickly. Great for teams, freelancers and service providers

FreeAgent icon FreeAgent integration

Forget fighting with spreadsheets or clunky software. FreeAgent is any easy to use accounting system that works for you, not against you.

KashFlow icon KashFlow integration

KashFlow is an easy to use, and easy to understand, web-based accounting application designed for small business owners with no accountancy training.

Mailchimp icon Mailchimp integration

Send regular email campaigns to your Capsule contacts and track the results

Wufoo icon Wufoo webform integration

Submit new contacts and leads directly into Capsule using a form on your website

Capsule icon Website contact form integration

Build a custom webform on your site and add the form submissions as contacts directly into your Capsule account

Zendesk icon Zendesk integration

The fastest way to great customer support

Powerful yet simple multi-channel customer service software

Freshdesk icon Freshdesk integration

Enabling the Capsule integration in Freshdesk allows you to access your Capsule contact information from within Freshdesk. You can create a link from Capsule to your contact’s tickets in Freshdesk.

Quote Roller icon Quote Roller integration

Setup Quote Roller to import your Capsule contacts and add a link to Capsule to create a quote using details already on your sales opportunities.

Zapier icon Zapier integration

Zapier is a 3rd party service that offers integrations with a bunch of different web services including Capsule. Check out some useful examples of how to integrate Zapier with some of your favorite online tools.

Quotient icon Quotient integration

Quotient is super-intuitive online quoting and proposal software that lets you create, send and manage your quotes. Integrate Quotient with Capsule Contacts and capture customer communications.

Accounting integration guide

Some useful tips on how our accounting integrations work and how to best use them in your Capsule account.

Subscribing to the Latest Activity RSS feed

If you use an RSS reader then you can subscribe to the ‘Latest Activity’ RSS feed. This will give you all the updates that show up in the latest activity on the dashboard. It includes activity about notes, emails & tasks that are linked to contacts.

To get the feed, click on your name in the top menu bar My Preferences Calendar and Feeds use the second link to subscribe to the RSS feed.

Note

If you don’t have an RSS reader already then check out the free service Feedly.