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Documentation Index

Fetch the complete documentation index at: https://help.convertalk.com/llms.txt

Use this file to discover all available pages before exploring further.

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Why use Capsule CRM?

Convertalk integrates with Capsule CRM to streamline lead capture and improve customer relationship management. By combining Convertalk’s AI-powered chatbot with Capsule CRM’s easy-to-use CRM tools, businesses can automatically capture leads, qualify prospects, and manage follow-ups. This integration ensures real-time synchronization, helping sales teams maintain an organized and up-to-date pipeline while improving the efficiency of their customer engagement strategies.

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Benefits of using Capsule CRM:

  • Automated Lead Capture: Instantly capture leads through chatbot interactions and sync them directly with Capsule CRM.
  • Efficient Lead Qualification: Automatically qualify leads based on chatbot conversations and update their status in Capsule CRM.
  • Real-Time Data Sync: Keep customer information updated in Capsule CRM, ensuring accurate and timely insights.
  • Increased Sales Efficiency: Automate routine tasks like follow-ups and data entry, allowing sales teams to focus on closing deals.

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Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

  1. Login to your Convertalk account. Now, select and click the Bot you want to integrate with Capsule CRM. Click on the**‘Integrate tab.’**
  2. The Integrate Window Will Open up. Select the **‘All Integrations’ **Tab.
  3. A list of all native integrations for Convertalk will be available in this window.
  4. Now find Capsule CRM by:-
    1. Either by scrolling down the list or,
    2. by typing ‘Capsule’ in the Search Box with the placeholder “Search Integration By Name.
  5. Now Click On The ‘Connect’ Button As Shown
  6. An Interface, as shown below, will open up. Here, you will be asked to enter the API Token that you will get by logging into your Capsule account.

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Step 2 of 4: Find your Authorization Key/Token in App Account

  1. To get the API Token, login to the Capsule CRM account and on the main dashboard, click on the dropdown button next to your profile name on the top-right corner and then click on ‘Account Setting’ tab.
  2. Click on Integrations
  3. On the ‘Integrations’ page, scroll down to the bottom to locate ‘Develop your own using the Capsule API’ and click on**‘user preferences’ to find out your API Token.**
  4. Copy your API Token key

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Step 3 of 4: Enter Authorization Details and establish connection with your App

  1. Enter Capsule API Token and click the ‘Connect’ Button to complete integration of Convertalk with Capsule CRM.
  2. If you have entered all the details correctly, you will see a notification that says, “Connected Successfully.”
That’s all, it’s done!
  1. Also, your Capsule CRM integration will show the message **Installed **in the Integration List.

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Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and Capsule CRM, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your Convertalk dashboard as well as in the Capsule you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy lead from your Bot to Capsule, it may be due to the multiple reasons:
  • Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only in paid plan.