- After we carry out the integration with Capsule CRM, you will need to register in ApiX-Drive to start using the connector
- Next, select the service in the web interface you need to integrate with Capsule CRM (currently 294 available connectors)
- Choose what data to transfer from one system to another
- Turn on auto-update
- Now the data will be automatically transferred from one system to another.
Integration Capsule CRM by API
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How to integrate Capsule CRM and other systems
with ApiX Drive
to integrate Capsule CRM with other systems.
Automation capabilities Capsule CRM
with other systems
The Capsule CRM will exchange data with other systems according to the specified interval.
- Information will be available after system startup
F.A.Q. on integration with Capsule CRM
How is the integration of Capsule CRM carried out?
How long does the integration take?
How much does it cost to integrate Capsule CRM with other systems?
How many integrations are available for Capsule CRM?
Capsule CRM is a cloud-based CRM system designed for individual entrepreneurs, small businesses and sales teams in medium to large companies. The main module of the system is dedicated to sales management, it allows you to monitor current sales performance, measure conversion rates and receive forecasts through a single interface. The service supports multi-currency, helps to visualize data using kanban boards and filter indicators by a number of criteria. Another important Capsule CRM module is task management, where you can create tasks for meetings, events, deadlines, and other business activities. It is possible to set up email reminders, build a chain of tasks, view them in a calendar view, and create recurring tasks. Another key area of Capsule CRM is business contact management. With it, you can find and process information about counterparties: notes, e-mail, social networks, etc. The module allows you to upload various files and import contacts in a number of formats. An important advantage of Capsule CRM is advanced security options. The service allows you to assign access levels to users, restrict access to data, restore deleted information, log in through G Suite. There is also GDPR support, two-factor authentication, data export, and more. The system is available as a web application and a mobile application for iOS/Android, has API access, as well as integration with a wide range of popular systems.
More about work with Capsule CRM API
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