How to Connect Your Capsule CRM account to

How to connect your Capsule CRM account to

  1. Locate your API Key in your Capsule CRM account: Click on your name, select My Preferences, and then click on API Authentication Tokens.

  2. Copy the API Key in the box labeled "Your API Authentication Token."

    capsule crm api key location

  3. Email this API Key together with your Capsule CRM URL e.g., to, with the subject line "Connect my Capsule CRM account." (Note: If you ever reset your API Token, that will break the integration with; please make sure to send us the new API Key if you ever reset it.)

  4. That's it! We'll notify you as soon as the integration is complete.

Please note: CRM integration is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.

How the integration with Capsule CRM works

When a call comes in and a call summary is created, we will create a "Task" in your Capsule CRM account, under the "Call" category. The full call summary will appear in the "Detail" section of the Task.

You can link that Task to a contact, opportunity or case.

capsule crm integration

Need Assistance?

Email us at or call us at (650) 727-6484 Monday through Friday between 6 AM and 6 PM so that we may assist you.

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