Capsule

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: 

Activation instructions

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.

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