Setting up the Capsule CRM integration

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
  • 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.