Our Capsule Integration adds customer support information to Capsule automagically
Understand your sales pipeline better in the light of your support interactions with customers. The integration makes it real easy!
Capsule CrmAdd to My SupportBee
Capsule is an easy online CRM tool for businesses. Using a CRM like Capsule you can keep track of people and companies you do business with.
SupportBee is an easy to use help desk management software. View our features
How does the integration work
Send all support interactions to Capsule as cases
Information about customers in your Capsule CRM is incomplete without the details of the interaction you had with them for support. If you use SupportBee to handle your support interactions, all that information is automatically sent to Capsule as cases under the particular customer.
Create customer profiles automatically from emails
More often than not, pre-sales questions from prospective customers are also handled by the support team. If you are using Capsule to track opportunities, SupportBee helps you by automatically creating profiles for prospects from pre-sales emails or emails from customers who don’t yet have an entry in Capsule. A case is also automatically recorded under the customer profile with the content of their email to you.
Handle support better with the right background information accessible in a click
Every support email that comes into SupportBee will have a link to the customer profile in Capsule. This information is automatically appended as a comment in the email thread. This gives your support agents easy access to the complete profile and history of the customer helping them offer personalized replies.
Get a better understanding of your opportunities with prospects
Your interaction with your prospect or customer about support plays an important role in the assessment of your opportunities with them. With all your support interactions with a customer listed as cases under the profile you are better positioned to make a fair judgement about your prospects.
Adding Capsule to SupportBee
To add the app, click on the 'Add to My SupportBee'. If this is the first app that you are adding, you will have to enter your subdomain and you will be taken to a settings screen. Fill in the following details.
Capsule Auth Token
To get an auth token, login to your Capsule account, go to My Preferences (in the User Menu) > API Authentication Token
This is your capsule subdomain. If you login to capsule at mycompany.capsulecrm.com, enter mycompany
Send ticket content to Capsule
By default we only add a link to the SupportBee ticket. If you want the full content of the ticket to be posted to Capsule, please check this option.
Create a New Person in Capsule if one does not exist
Check this option if you want us to create a new contact in Capsule if we can't find one based on the email address of the customer.