How to Connect Your Capsule CRM account to Smith.ai
How to connect your Capsule CRM account to Smith.ai
- Locate your API Key in your Capsule CRM account: Click on your name, select My Preferences, and then click on API Authentication Tokens.
- Copy the API Key in the box labeled "Your API Authentication Token."
Email this API Key together with your Capsule CRM URL e.g., https://yourdomain.capsulecrm.com to email@example.com, with the subject line "Connect my Capsule CRM account." (Note: If you ever reset your API Token, that will break the integration with Smith.ai; please make sure to send us the new API Key if you ever reset it.)
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 Smith.ai 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.
Email us at firstname.lastname@example.org or call us at (650) 727-6484 Monday through Friday between 6 AM and 6 PM so that we may assist you.