Access Capsule CRM contact, organization and opportunities information within Freshchat.
Installing the Capsule CRM app in your Freshchat will enable you to access your Capsule CRM contact, organisation and opportunites information.
1. Fetch contact information in your Freshchat from the Capsule CRM.
2. Gives option to create contact from Freshchat to Capsule CRM.
3. Select required Person & Organisation fields from Capsule CRM to view in Freshchat.
4. Gives option to create opportunity from Freshchat to Capsule CRM.
1. Log in to your Freshchat portal and head over to the Freshchat product gallery using link https://web.freshchat.com/a/<your_account_number>/apps
2. Select ‘All’ in Browse by category and search ‘Capsule CRM’ app.
3. Once you choose ‘Capsule CRM’, you will be redirected to the install page for the app. Click Install.
4. You will need two things to install Capsule CRM
5. Capsule CRM domain URL (Ex: http://mycompany.capsulecrm.com)
6. API Key - Login to your Capsule CRM account and navigate to User > My Preference > API Authentication token > Personal Access Tokens to get your Unique API Key
7. Select required fields from Person and click on Save button below the checkboxes
8. Select required fields from the Organisation and click on Save button below the checkboxes
9. Click on the Install button at the bottom of the Settings page