- Admin/owner permissions: Non-admin Capsule CRM user can integrate with Zapier but is limited to the scope assigned to their account (i.e. updating records that don't belong to them
- Paid/versioned account: Both Free and Paid Capsule CRM plans can integrate with Zapier
- Custom field support: Supported for the actions but not yet for most triggers
- Partner’s Documentation:https://capsulecrm.com/support/zapier-integration/
To get started with Capsule, first click to connect a Capsule account in your zap.
This brings up a form where you fill in your account details. First you will name the account. It can be named anything you want; it is only used to help you identify the account inside of Zapier. Next, provide the URL you use to login to Capsule.
To find your API Auth Token inside of Capsule, first go to your preferences.
Then click the API Auth Token link in the menu on the right.
Your key is prominently displayed in the box.
When you are finished, you will now have your Capsule account connected!