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Capsule CRM

Capsule CRM

Ringotel integration for Capsule CRM offers the following features:

  • Identifies contacts on incoming and outgoing calls.

  • Automatically creates Note entities for incoming and outgoing calls which involve Capsule Contacts.

  • Add the call comment in the Capsule CRM Notes.

  • Provides links to open Note and Contact entities from the Ringotel app.

  • Allows you to create contacts in CRM using the Ringotel mobile or desktop app.

  • Imports contacts from CRM into the Contact lists of Ringotel users.

Due to the limitations on Capsule`s side, you can only create Contacts in Capsule from Ringotel, but not edit them. Any changes made to the Ringotel contact after its creation will NOT be reflected in Capsule Contacts.

 

Getting an API Key

Since all API calls will be using the access key associated with the user who created it, please make sure the Capsule user has access to creating and editing Contacts and Notes as well as upload Files.

Log in to Capsule CRM, Click on your username in top right corner and select “My Preferences“

Then, click on the API Authentication tab

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Then click on the Generate new API token, give it a description, make sure all checkboxes are checked and click on Generate Token.

Save the key generated.

This concludes the setup required on the Capsule side, the rest is done in the Ringotel Admin Portal.

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Setting up the integration on Ringotel side

Sign into your Ringotel admin portal (default https://shell.ringotel.co) and navigate to an Organization→ Integrations tab → click Enable Integration on the Capsule card.

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Specify you Capsule domain(for example, if the full URL to your Capsule CRM instance is https://ringotel-co.capsulecrm.com/ , specify ringotel-co in the Domain field, no slashes, no spaces) and API token and click Save&Continue.

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If the data provided was correct, you should now be redirected to the window where you can map Capsule CRM user on Ringotel users.

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Map Ringotel Users onto Capsule users and click Save Changes

Now the integration should be configured for the mapped users.

Import CRM Contact(optional)

The integration provides automatic contact identification on incoming calls. Additionally, you can import existing CRM contacts into the contact lists of the Ringotel users.

Navigate to your Organization -> Contacts, then click Import button.

Switch to the Capsule CRM tab, which should appear if the integration is successfully configured.

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Click the Next button to pull the list of CRM contacts.

Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts in your CRM, it may take some time to finish. You may close the window as the process will be finished in the background.