CircleLoop integrates with Capsule CRM, to give you synchronised contacts, click-to-call functionality and automated CRM notes for calls received, made, missed and voicemail.
Linking your CircleLoop & Capsule Accounts
- Open a new browser window, and navigate to integrations.circleloop.com
- Sign-in using your CircleLoop account email address & password
- Scroll down and locate the Capsule CRM integration
- Click on the Install button
- The following notification window will appear. Make sure that the Capsule CRM site address shown is correct, or add your site address if it doesn't appear automatically
- Sign-in to your Capsule CRM account, with your Capsule username and password
- Another notification window will appear. This is asking you to allow CircleLoop & Capsule CRM to communicate with each other.
- Click Allow
- Your CircleLoop-Capsule integration will now be installed
- Simply re-open your CircleLoop app and refresh Capsule CRM
- The integration is complete.