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Table of contents

Connect Capsule CRM with Plecto

  1. Go to Data management > Data sources > + New data source > Capsule CRM.

  2. Click Next to log in to your Capsule CRM account.

  3. Provide your site address (subdomain) and log in to your account.

  4. Click Allow to give Plecto read access to your data.

  5. Select the data you want to import.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. Click Next to choose how much data to import and how long you want to keep it in the data source.

  8. Click Import to finish.

Available data

Our integration with Capsule CRM currently allows you to import the following data:

  • Opportunities

  • Parties

  • Projects

  • Tasks