Capsule CRM

A guide on how to integrate Capsule CRM with Plecto.

Last updated: Aug. 9, 2022

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with Capsule CRM currently allows you to import the following data types:

  • Opportunities
  • Parties
  • Projects
  • Tasks
Technical details

Visit our Capsule CRM integration page to see the technical details, such as the update frequency, custom field support, and more.

  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.
Capsule CRM - provide site address

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

Capsule CRM - allow access

5. Select the data types you want to import to Plecto.
6. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
7. Click Next to continue and import your data.

Capsule CRM - select data types
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