Capsule CRM integration

CRM and support connector, available on Zeplik

Capsule CRM is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Capsule CRM and Zeplik can act on your customer relationships and support for you: Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently. You stay in the conversation while the assistant does the work in Capsule CRM directly.

Zeplik exposes 8 read actions and 4 write actions for Capsule CRM. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Capsule CRM without your consent.

Connect Capsule CRM on Zeplik

Try Capsule CRM on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

What Zeplik can do with Capsule CRM

Read from Capsule CRM (8)

Runs automatically in any conversation.

  • List deleted opportunities

    Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.

  • List deleted parties

    Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

  • List entries by date

    Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.

  • List org employees

    Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.

  • List parties

    Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.

  • List projects

    Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

  • List tasks

    Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.

  • List users

    Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.

Act in Capsule CRM (4)

Runs only after you enable write access.

  • Create party

    Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.

  • Delete party

    Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.

  • Run filter query

    Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.

  • Update party

    Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."

How to connect Capsule CRM

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Capsule CRM immediately.

  2. Connect Capsule CRM

    Open Settings and go to Connectors, then press Connect on Capsule CRM. You can also connect from the Capsule CRM page in the app.

  3. Approve access to Capsule CRM

    Approve access on Capsule CRM's secure consent screen. You are returned to Zeplik and can start giving instructions that use Capsule CRM.

Frequently asked questions

Can I use Capsule CRM with Zeplik?
Yes. Capsule CRM is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Capsule CRM account inside any conversation.
What can Zeplik do with Capsule CRM?
Once connected, Zeplik has 8 read and 4 write actions for Capsule CRM. Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
How do I connect Capsule CRM to Zeplik?
You connect Capsule CRM with a secure one-click sign-in (OAuth): press Connect in Settings under Connectors and approve access on Capsule CRM's consent screen.
Does Zeplik change things in Capsule CRM without asking?
No. Zeplik reads from Capsule CRM by default. Any action that changes data in Capsule CRM requires write access, which stays off until you enable it in Settings under Connectors.
How much does connecting Capsule CRM cost?
Connecting Capsule CRM is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

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