How to Get Started with Capsule

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About the Capsule CRM Integration

Connecting with Capsule CRM

To get started with Capsule, first click to connect a Capsule account in your zap.

Click to add an account

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.

Provide Zapier your Capsule account details

To find your API Auth Token inside of Capsule, first go to your preferences.

Access capsule preferences

Then click the API Auth Token link in the menu on the right.

Go to API Auth Token Page

Your key is prominently displayed in the box.

Locate your API Key in Capsule

When you are finished, you will now have your Capsule account connected!

Your Capsule account is authorized

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