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’

 

Related questions

”I don’t use CapsuleCRM, do you integrate with any other CRM systems?”
We integrate with Close.io and we also have a Zapier integration that will allow you to link Signable with a number of other CRM systems. Alternatively, drop us a line and we’ll see what we can do!

‘ 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.