Integrations

How to integrate with Capsule

How to authenticate with Capsule
How to use and generate Personal Access Tokens

How to get leads from a website form into Capsule

How to setup the website contact form integration
How to customize your integrated website contact form
How to use the form to record consent
How to test your form
How to avoid spam submissions
I don’t know how to write HTML - what do I do?

Marketing with Transpond by Capsule

What does Transpond do?
How to set up Transpond
Using Transpond
How to start a Transpond campaign in Capsule
Capsule and Transpond automations
How to disable Transpond

Outlook Add-in

How to install the Capsule Add-in for Outlook
Connecting the Outlook Add-in to your Capsule account
How to add the Capsule Add-in to the message surface
How to use the Capsule Add-in for Outlook
How to see what contacts are in an Outlook conversation
How to add a new contact with the Outlook Add-in
How to store emails with the Outlook Add-in
Automatically store emails using the Outlook Add-in
How to stop the Outlook Add-in from storing emails
How to add Projects, Opportunities and Tasks with the Outlook Add-in
Known issues with the Outlook Add-in

Outlook Calendar Integration

What does the Outlook Calendar Integration do?
How to set up the Outlook Calendar Integration
How to view Outlook Calendar events in Capsule
Editing or Deleting Capsule Events
Logging Activity with the Outlook Integration
Reporting on your Logged Events
Account Settings Page

Microsoft 365 Single Sign On

What does Microsoft 365 Single Sign On do?
How to enable Single Sign-On with Microsoft 365
How to add new Microsoft 365 users to Capsule
How to disable Microsoft 365 Single Sign On

Google Integrations

How to integrate with Google Contacts
How to open Gmail when composing new emails
How to auto-forward emails from Gmail to Capsule
How to connect Capsule to Google Calendar
How to enable Single Sign-On with Google Workspace
Problems enabling Single Sign-On
How to disable Single Sign-On
Google Data Studio

Google Data Studio

How to add Capsule to Google Data Studio
Changing Google Data Studio configuration options
How to create reports with Google Data Studio
How to blend Contact, Project and Opportunity data

Gmail Add-on

How to install the Capsule add-on for Gmail
How to use the Capsule add-on for Gmail
Connecting the add-on to your Capsule account
How to see what contacts are in a Gmail conversation
How to add a new contact with the Gmail add-on
How to store emails with the Gmail add-on
How to stop the Gmail add-on from storing emails
How to add Tasks, Projects and Opportunities with the Gmail add-on

How to enable the social integration
How to add a social profile to a contact

Mailchimp Integration

What does the Mailchimp integration do?
How to enable the regular Mailchimp integration
How to use the regular Mailchimp integration
Problems adding contacts to Mailchimp
How to enable the Mailchimp Webhook integration
How to use the Mailchimp Webhook integration

Wufoo Integration

How to enable the Wufoo integration
How to ensure your Wufoo form fields are correctly stored in Capsule
How to tag leads from Wufoo
How to assign follow-up tasks to another user via Wufoo
How to disable the Wufoo follow-up task

Zendesk Integration

Link Capsule to your Zendesk account
Zendesk Credentials not working
Logging in to Zendesk using Single Sign-On
Add the Capsule App in Zendesk
Troubleshooting the Zendesk integration

QuickBooks Integration

What does the QuickBooks integration do?
Setting up the QuickBooks integration
Syncing with QuickBooks
Exporting contacts from Capsule to QuickBooks
Intuit Single Sign On (SSO)
Deleting contacts and managing duplicates with QuickBooks
Using QuickBooks as a B2B vs B2C Business
How to disable the QuickBooks integration

Xero Integration

What does the Xero integration do?
Setting up the Xero integration
Excluding Xero supplier invoices
Features of the Capsule - Xero integration
How to export contacts from Capsule to Xero
Deleting and managing duplicates with Xero
Using Xero as a B2B vs B2C Business
How to disable the Xero integration

FreshBooks Integration

What does the FreshBooks integration do?
Setting up the FreshBooks integration
What happens during the FreshBooks sync?
How to export contacts from Capsule to FreshBooks
Deleting and managing duplicates with FreshBooks
Using FreshBooks as a B2B vs B2C Business
How to disable the FreshBooks integration

FreeAgent Integration

What does the FreeAgent integration do?
How to set up the FreeAgent integration
Excluding FreeAgent supplier invoices
What happens during the FreeAgent sync?
Exporting contacts from Capsule to FreeAgent
Deleting and managing duplicates with FreeAgent
Using FreeAgent as a B2B vs B2C Business
How to disable the FreeAgent Integration

KashFlow Integration

What does the KashFlow integration do?
How to set up the KashFlow integration
Excluding KashFlow supplier invoices
What happens during the KashFlow sync?
Exporting contacts from Capsule to KashFlow
Deleting and managing duplicates with KashFlow
Using KashFlow as a B2B vs B2C Business
How to disable the Kashflow integration

Sage Business Cloud Integration

What does the Sage Business Cloud integration do?
How to set up the Sage Business Cloud integration
Excluding Sage Business Cloud supplier invoices
What happens during the Sage Business Cloud sync?
Exporting contacts from Capsule to Sage Business Cloud
Deleting and managing duplicates with Sage Business Cloud
Using Sage Business Cloud as a B2B vs B2C Business

Zapier Integration

What is Zapier?
How to use Capsule with Zapier
How to create your first zap using Capsule
What are some of the most popular Zaps to use with Capsule?
How to turn off a Zap
How to edit an existing zap
Who can access my Zaps?
How are data and security managed with Zapier?
How much will I pay for Zapier?
External Zapier Resources

Quotient Integration

How to setup the Capsule contact lookup in Quotient
How to store Quotient quotes in your Capsule account
How to create quotes in Quotient via Capsule

Organize your team

Enterprise

What is a CRM: What it does and what it can do for your business

Integrations

How to integrate with Capsule

How to get leads from a website form into Capsule

Marketing with Transpond by Capsule

Outlook Add-in

Outlook Calendar Integration

Microsoft 365 Single Sign On

Google Integrations

Google Data Studio

Gmail Add-on

Mailchimp Integration

Wufoo Integration

Zendesk Integration

QuickBooks Integration

Xero Integration

FreshBooks Integration

FreeAgent Integration

KashFlow Integration

Sage Business Cloud Integration

Zapier Integration

Quotient Integration

Didn’t find what you were looking for?

Organize your team

Enterprise

What is a CRM: What it does and what it can do for your business

Integrations

How to integrate with Capsule

How to get leads from a website form into Capsule

Marketing with Transpond by Capsule

Outlook Add-in

Outlook Calendar Integration

Microsoft 365 Single Sign On

Google Integrations

Google Data Studio

Gmail Add-on

Social Network Integration

Mailchimp Integration

Wufoo Integration

Zendesk Integration

QuickBooks Integration

Xero Integration

FreshBooks Integration

FreeAgent Integration

KashFlow Integration

Sage Business Cloud Integration

Zapier Integration

Quotient Integration

Didn’t find what you were looking for?

Try Capsule free for 14 days

Try Capsule free for 14 days

Try Capsule free for 14 days