Add Capsule CRM to Your Product
Give your customers access to Capsule CRM from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage Capsule CRM Integrations
Add Capsule CRM to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their Capsule CRM accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate Capsule CRM connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported Capsule CRM actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by Capsule CRM.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer Capsule CRM integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for Capsule CRM
What You Can Do with Capsule CRM
Explore available actions to let your product & agents interact with Capsule CRM.
- Create ContactCreates a new Person or Organisation.
- Update OpportunityUpdate an existing opportunity
- List TasksGet a list of all tasks
- Add Note to EntityAdds a Note to an Entity.
- Create OpportunityCreates a new Opportunity.
- Create a projectCreate a new Project
- Create TaskCreates a new Task.
- Update ContactUpdate an existing Contact
- Find ContactFinds a Person or Organisation. Optionally, create a contact if none are found.
Respond to Events in Capsule CRM
Use triggers to let your product & agents respond to events from connected Capsule CRM accounts.
- New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
- New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
- New or Updated ProjectTriggers when a given action is performed on a Project.
- New or Updated TaskTriggers when a given action is performed on a Task.
- New or Updated UsersTriggers when a given action is performed on a user.
About Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn more
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding Capsule CRM to your product & agents
Find answers to common questions about integrating Capsule CRM into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate Capsule CRM into my product & agents?
You can use viaSocket to add Capsule CRM integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own Capsule CRM accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own Capsule CRM account.
Can I offer Capsule CRM integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect Capsule CRM with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with Capsule CRM and other supported services.
How do I execute actions in Capsule CRM?
Use viaSocket's supported actions and APIs to perform operations in connected Capsule CRM accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from Capsule CRM?
Yes. You can use supported triggers and webhooks to receive events from Capsule CRM and respond within your product & agents.
Bring Capsule CRM Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding