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 Settings Integrations.
Many of the integrations require you to enter your Capsule API key. To locate this 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.
Access Capsule directly from Google Mail
Link your Capsule contacts and tasks to your Google account
Xero is an online accounting system designed for small businesses and their advisors
Use FreshBooks to send, track and collect payments quickly. Great for teams, freelancers and service providers
Forget fighting with spreadsheets or clunky software. FreeAgent is any easy to use accounting system that works for you, not against you.
KashFlow is an easy to use, and easy to understand, web-based accounting application designed for small business owners with no accountancy training.
Send regular email campaigns to your Capsule contacts and track the results
Automated email marketing with real-time data sync with Capsule
Submit new contacts and leads directly into Capsule using a form on your website
Build a custom webform on your site and add the form submissions as contacts directly into your Capsule account
The fastest way to great customer support
Powerful yet simple multi-channel customer service software
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.
Track when the documents you send are opened, get an insight on what clients are looking at, and close deals faster with electronic signing
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 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.
Yesware is a free service for G Suite that tracks emails you send and attaches them to Capsule automatically so you can close deals faster.
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.
Some useful tips on how our accounting integrations work and how to best use them in your Capsule account.
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.
If you don’t have an RSS reader already then check out the free service Feedly.
The Capsule API authentication key is used to set up the integration for a lot of the services that integrate with Capsule. Follow the steps below to find your Capsule API key:
- Click on your name in the top menu bar
- Select My Preferences
- Click the link to your API Authentication Tokens
Copy the API token and use for whichever service is asking for it.
If you’re a developer looking to build an integration with Capsule then check out our API docs here.