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How to connect CapsuleCRM with LeadsBridge

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Integrate CapsuleCRM with LeadsBridge

Capsule CRM is a simple, flexible, and effective web-based CRM tool you can use for your small

Capsule CRM is a simple, flexible, and effective web-based CRM tool you can use for your small business.

In this article, you'll learn how to connect your LeadsBridge account with CapsuleCRM.

Connect CapsuleCRM integration

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "CapsuleCRM" from the providers list
  6. Click on the Next button
  7. Click on the Authorize button
  8. A CapsuleCRM's wizard will popup
  9. Enter your credentials and grant the access to LeadsBridge
  10. Head back to LeadsBridge and click on the Finish button

Which entity concepts we support for CapsuleCRM

  1. Person

    A person represents a contact that is stored in Capsule CRM. ( Learn more)

Which segmentation concepts we support for CapsuleCRM

With LeadsBridge you may use these segmentation concept for CapsuleCRM.

  1. Tag

    Tags are keywords that categorize your contacts, cases or opportunities. For example, they can be used where a contact can be categorized in multiple ways - it’s possible that your contacts could be both a Supplier and a Customer. ( Learn more)
 

Common questions for CapsuleCRM

How do I manage my tags in Capsule CRM?

In order to create, edit or delete your Tags in Capsule CRM you should go to:
  • Username » Account Settings » Tags
For further information you can check Capsule CRM documentation over HERE.

If you have any further questions regarding this matter, or if you need help to set up the connection between CapsuleCRM with LeadsBridge, do not hesitate to get in touch!