Features available with the Capsule CRM integration:

      - After integration procedure is done you can visit ticket details page & select Capsule CRM link under the integration section.

      - You will receive all the information of client profile & note details (list contains only those which client mail id match with mail id of ticket owner).

In order to integrate Capsule CRM with this system follow the following steps:

Step 1:- Login to your Capsule CRM account: https://capsulecrm.com/

Step 2:- Go to Profile>> my preferences>>API Authentication Token and you can copy the API Authentication Token from here.

Step 3] Log-in to manage portal and go to admin Setting>>Integrations>>Capsule CRM.

Domain: Domain for which Capsule CRM is to be integrated is to be selected from the dropdown.

Integration Title: You can add title for integration

Capsule CRM URL: Here you need to add URL for your capsule CRM account.

For example – https://abc.capsulecrm.com/ add in same format.

API token: You can add API token from your Capsule CRM account here.(From step 2)

Status: The status can be either enabled or disabled from here.

Save: Click on Save button

• Note: After the successful adding of the Capsule CRM account. Go to: Admin setting>>Staff Section>>Role>>Integration>>Capsule CRM>> Select Yes.

Post Integration

• After integration procedure is done you can visit ticket details page & select Capsule CRM under the integration section.
• You will receive all the information of client profile, cases and staff task details which you have added in Capsule CRM account for the same client account.