Capsule is a web-based CRM that helps you track the people and companies you do business with. It's a great tool for tracking conversations (like the ones in Help Scout and elsewhere) and opportunities in the pipeline. One great thing about using Capsule alongside Help Scout is being able to sync profile information.
By installing the app, customer profile data from Capsule will auto-sync with the customer's profile in Help Scout. This way you always have the latest customer contact information. If the customer doesn't exist in Capsule, you can add them with a single click. If they do exist, Help Scout pulls in a profile link, and tags any active opportunities for the customer. Check out the snapshot below of how it will appear below in Help Scout:
Log in to your Capsule account and take note of your Capsule site address. Your site address is the text screen before capsulecrm.com in your browser address bar. In the example below, our shop address is jgclothing.
In Help Scout, head over to Manage → Apps → Capsule to drop in your site address. Then, click the blue Connect to Capsule button.
If prompted, log back in to your Capsule account and then click the blue Allow button.
- Once your Capsule account has been connected, you'll have the option of customizing the app further. Checking Sync Profile marks Capsule as the single source of truth for customer data, enabling the automatic sync of details from the customer's Capsule profile to their Help Scout profile. If the sync box is not checked, customer data will not be sync'd from Capsule.
You can also click
Show Custom Fields if needed, and choose the mailboxes you'd like the app to connect to. Click on the blue
Save button when you're finished.
- You can also add multiple accounts if you have several other Capsule accounts you'd like to integrate into Help Scout. Click on the blue New Account link to link the new site, and follow steps #1-4. Once you've saved your settings, you'll be able to label each shop to easily distinguish them within Help Scout.