Capsule CRM integration

CRM for small teams to track contacts, sales pipelines, tasks and projects. Connect Capsule CRM to OLODESK and use it in the apps and automations your business runs on.

Start free How to connect

Category: CRM & sales

Popular ways to use Capsule CRM

Start with one of these, or describe your own.

Leads captured for you

Web forms, calls and bookings land in Capsule CRM, matched to the right contact.

Follow-ups that happen

Your team gets a reminder by email or text when a deal in Capsule CRM goes quiet.

Won deals, ready to invoice

When a deal is won in Capsule CRM, the client and a draft invoice are set up in your accounting app.

How to connect Capsule CRM

Request Capsule CRM
In your portal’s Integrations tab, press Request access next to Capsule CRM. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Capsule CRM, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Capsule CRM data in ChatGPT. AI on OLODESK

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