Access Capsule CRM tickets and contact information within Freshdesk and provide personalized customer service.
Installing the Capsule CRM app in your Freshdesk will enable you to access your Capsule CRM ticket and contact information from within Freshdesk.
1. Fetch contact information in your Capsule CRM for tickets easily from the Ticket View page in Freshdesk
2. Select required Person & Organisation fields from Capsule CRM to view in Freshdesk Ticket Details page and Contacts page
You will need two things to install Capsule CRM
1. Capsule CRM domain URL (Ex: http://mycompany.capsulecrm.com)
2. 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
3. Select required fields from Person and click on Save button below the check boxes
4. Select required fields from Organisation and click on Save button below the check boxes
5. Click on Save button at the bottom of Settings page