Capsule CRM is a customer relationship management platform that helps businesses manage contacts, sales opportunities, tasks, and customer relationships. By connecting Capsule CRM to Coefficient, you can import your CRM data directly into Google Sheets or Excel for easier reporting and analysis.
Through Coefficient's AI-powered agent chat, you can quickly pull data from your Capsule CRM account and organize it in your spreadsheet. Once imported, you can also schedule automatic refreshes, create snapshots, and set up automations to keep your data up to date. đź“Š
Schedule your Import, Snapshots, and Add Automations
FAQs for Capsule CRM Integration
Connecting to Capsule CRM
When you begin a Capsule CRM import for the first time, you will need to go through a few steps to connect to Capsule CRM as a data source for Coefficient.
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1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to Capsule CRM. |
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4. Click "Authorize" to proceed. |
5. Enter your site address, then continue.
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6. Click "Allow" to grant Coefficient access to your Capsule CRM account. |
7. When successful, you can proceed with creating an import by clicking the "Import data..." button at the bottom. |
Import from Capsule CRM
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1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select “Capsule CRM” from the list.
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3. Enter a clear and specific prompt describing your request for the data you need from Capsule CRM. |
4. Fields relating to your request will appear in the sidebar for you to select/unselect to include in your import. Click on "Add fields" to show all available fields. Click "Import" to proceed. |
5. Please allow a moment for the agent to generate your import. (The results will appear shortly.) Congratulations on creating your first Capsule CRM import through the agent chat! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:
FAQs for Capsule CRM Integration
How can I update or add filters to refine the data in my Capsule CRM import?
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To edit your import, open it from the sidebar and click “Edit this import” under the summary section (see screenshot). From there, enter a new prompt in the agent chat describing the updates you’d like to make (such as adding filters or adjusting sorting). |
Can I schedule my import to auto-refresh after it has been created by the agent?
Yes, once your import has been created by the agent, you can schedule it to auto-refresh from the “Refresh Schedule” section in the sidebar.
How can I provide feedback about my experience with the agent chat?
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After your import is created, a prompt will appear in the sidebar allowing you to share your experience with the agent by selecting like or dislike. Your feedback helps us continue to improve the experience. 🙏🏼 |