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Plecto

Capsule CRM

Connect Capsule CRM with Plecto

This integration is in BETA. It is subject to change based on testing and your feedback. Learn more

  1. Go to Data sources > New data source > Capsule CRM.

  2. Click Next to log in to your Capsule CRM account.

  3. Provide your site address (subdomain) and log in to your account.

  4. Click Allow to give Plecto read access to your data.

  5. Select the data you want to import.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. Click Next to choose how much data to import and how long you want to keep it in the data source.

  8. Click Import to finish.

Available data

Our integration with Capsule CRM currently allows you to import the following data:

Update frequency: 2m

Default member field: Owner ID

Default date field: Created at

Supports custom fields? No

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? No

Opportunities allow you to track potential sales and see metrics such as bids, deals and proposals.

Update frequency: 2m

Default member field: Owner ID

Default date field: Closed on

Supports custom fields? No

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? No

Parties are the People and Organizations in your Capsule account.

Update frequency: 2m

Default member field: Owner ID

Default date field: Created at

Supports custom fields? No

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? No

Projects allow you to keep track of your emails, notes and tasks related to a specific project or event.

Update frequency: 2m

Default member field: Owner ID

Default date field: Closed on

Supports custom fields? No

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? No

Update frequency: 2m

Default member field: Owner ID

Default date field: Completed at

Supports custom fields? No

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? Yes