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Adding a Capsule CRM Connector

Adding a Capsule CRM Connector

Published: Sep 01, 2023

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Adding a Capsule CRM Connector

Published: Sep 01, 2023

You can use the Capsule CRM connector to display details of your parties, opportunities, and cases.

How to add a Capsule CRM connector:

1. Select Connectors from the left navigation to open the Connectors page.

Main menu in Popdock showing Connectors highlighted.

2. Select Add connector.

3. Select the Capsule CRM connector.

4. Enter your site address and then select Continue.

5. Log in to Capsule.

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6. Select Allow. A progress page will be displayed while the connector is initialized.

Having trouble adding this connector? Email support@eonesolutions.com

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Content

How to add a Capsule CRM connector:

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