Connect Capsule CRM with Plecto
Go to Data sources > New data source > Capsule CRM.
Click Next to log in to your Capsule CRM account.
Provide your site address (subdomain) and log in to your account.
Click Allow to give Plecto read access to your data.
Select the data you want to import.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
ClickΒ NextΒ to choose how much data to import and how long you want to keep it in the data source.
ClickΒ ImportΒ to finish.
Available data
Our integration with Capsule CRM currently allows you to import the following data:
Activities
Update frequency: 2m
Default member field: Owner ID
Default date field: Created at
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Opportunities
Opportunities allow you to track potential sales and see metrics such as bids, deals and proposals.
Update frequency: 2m
Default member field: Owner ID
Default date field: Closed on
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Parties
Parties are the People and Organizations in your Capsule account.
Update frequency: 2m
Default member field: Owner ID
Default date field: Created at
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Projects
Projects allow you to keep track of your emails, notes and tasks related to a specific project or event.
Update frequency: 2m
Default member field: Owner ID
Default date field: Closed on
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Tasks
Update frequency: 2m
Default member field: Owner ID
Default date field: Completed at
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes