The Capsule CRM integration keeps your contacts in sync, logs call activity, allows you to click-to-call your Capsule contacts and enables enhanced inbound caller ID.
To install the Capsule CRM integration, follow the steps below:
- Click the Settings icon within CircleLoop.
- Click Integrations in the settings menu.
- On the integrations page, locate Capsule CRM and click Install.
- Enter the site address for your Capsule CRM account and click Continue.
- Login with your Capsule CRM username and password then Allow CircleLoop access permissions.
- The Capsule CRM integration will now install and connect your Capsule account with CircleLoop.
Configuring the Capsule CRM integration
Once the Capsule CRM integration is installed you can configure the setup by following the steps below:
- Click the Settings icon within CircleLoop.
- Click Integrations in the settings menu.
- On the integrations page, locate Capsule CRM and click Configure.
- Tick the check boxes for any features you wish to enable.
- Click Reconfigure.
Uninstalling the Capsule CRM integration
To uninstall the Capsule CRM integration, follow the steps below:
- Click the Settings icon within CircleLoop.
- Click Integrations in the settings menu.
- On the integrations page, locate Capsule CRM and click Uninstall.