How do I setup the Capsule CRM integration?
Integrating your Signable account with Capsule CRM (Professional Plan)gives you the ability to:
✅ Import your Capsule CRM contacts to your list of Signable contacts
✅ Automatically add notes to your client history whenever an envelope is sent or signed via Signable
✅ Download completed copies of envelopes from within Capsule CRM
To get started with this integration just:
1. Head to the ‘Apps’ tab
2. Click ‘Setup’ under the Capsule CRM logo
3. Enter your Capsule CRM Subdomain and API token
4. Click ‘Complete Setup’
”I don’t use CapsuleCRM, do you integrate with any other CRM systems?”
‘ If I sync Xero with Capsule and then sync to Signable will all contacts import?’
Currently not, only contacts directly saved in Capsule would import.