Integrate ClickDesk with your Capsule CRM
Chat with your visitors and add their information into Capsule account directly from IM.
Capsule CRM Integration
Capsule CRM is a hosted, simple, effective and affordable solution for small businesses and sales teams to keep track of people and organizations. ClickDesk-Capsule plugin helps you to receive chats and calls from your web visitors. You can access and update contacts in Capsule CRM directly from chat sessions in Google talk or Skype.
Capsule live chat Addon
Capsule CRM helpdesk plugin Features
- Get complete information of the web visitor from your Capsule CRM. Lookup the visitor's email in Capsule and get all the relevant visitor information from CRM.
- Add new contacts, notes and post-chat transcript directly from your IM.
- Get a powerful combo (chat, call and helpdesk) in a one-click installation and setup.
- Visitors chat or call from your website. Operators respond through Google Talk or Skype on a computer or mobile device.
- No additional software or hardware installations needed for you or your operators.
- Visitors can call you straight from their browser, Skype or they can use our free local access numbers available in 40 different countries.
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ClickDesk - Capsule CRM Live Chat Integration Guide
Step 1: Get API Token
- Log into your Capsule CRM account.
- Go to "My Preferences" and then to "API Authentication Token" tab in the sidebar.
- Copy the API authentication token. You can even reset it if you wish to get a new token.
Step 2: Enable the Plugin
- Login to your ClickDesk Dashboard.
- Go to Live chat -> Plugins and Integrations. Click on the Capsule block to configure.
- Enter your Capsule API token, your Capsule CRM URL and save the details to enable the plugin.
Step 3: Retrieve lead details
- Capsule CRM plugin is now active on your account.
- When a customer visits your website and enters his email to initiate a live chat, the operator receives the customer's information from Capsule directly on their IM.
- Clicking on the profile link in the IM opens the profile of that particular lead in your Capsule CRM.
Step 4: Add a new lead
- You can add a new contact to your Capsule CRM directly from your IM during the live chat with a potential customer.
- To add a new contact during the live chat, use the "/add" command in Google Talk or "\add" command in Skype. A new contact will be created under "People & Organizations" in your Capsule CRM with the Name and Email details filled.
Step 5: Add post-chat transcript
- Chat transcripts allow the operator or the other team members to access customer details for future reference. This can also help them keep track the customer.
- Once the integration with Capsule CRM is setup, the post-chats are automatically added to the profile in the notes for future reference and quality analysis of the live chat.
Step 6: Add a Note Manually
- Besides the full chat transcript (post-chat) that is added at the end of chat conversation, the operator can add detailed notes to the contacts in Capsule during the live chat session directly.
- To add a note for the customer at any time during the chat conversation, send "/note your text" command in Gtalk or "\note your text" in Skype.
