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Capsule CRM integration

2 min read
updated: Nov 23, 2022

Using Capsule as your CRM and have LiveChat implemented on your page? Then set up this integration to automatically add chat visitors as persons in Capsule.

Capsule integration: New person in Capsule

In this tutorial you’ll find instructions on how to create a Zap which adds a LiveChat contact as person in Capsule CRM after the chat is finished.

Creating the Capsule – LiveChat ZapLink icon

Creating a Zap consists of three main parts:

  1. Setting up the trigger
  2. Configuring the action
  3. Launching the Zap
You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.
You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.

Setting up LiveChat triggerLink icon

The first step of this integration is determining a condition that will trigger an action in your Capsule.

  1. Log in to Zapier and click on Make a Zap in the upper menu.

Capsule integration: Creating a new Zap

  1. Choose LiveChat as the Trigger App.
  2. Select Finished Chat as the Trigger.

Capsule integration: Selecting LiveChat trigger

  1. Click on Save + Continue to proceed.
  2. Click on Connect a New Account and then provide your LiveChat login email and the PAT (Personal Access Token). Next, click on Yes, continue to accept.

Capsule integration: Entering your LiveChat account data

  1. You can rename the account and then click on Save + Continue.
  2. Select Fetch & Continue to test this step and make sure it is working properly.

Configuring the action in CapsuleLink icon

Now’s the time to configure what will happen in Capsule after the chat is finished.

  1. Choose Capsule as Action App.
  2. Then choose New person as the action and confirm by clicking on Continue.

Capsule integration: Choosing Capsule action

  1. Select your Capsule CRM account and confirm the choice by clicking on Continue.
  2. Grant Zapier permissions to access your Capsule by providing your account address and authentication token in the pop-up window.

Capsule integration: Authorizing application in Zapier

  1. Next, decide which data will be passed to Capsule.

Capsule integration: Setting up the conditions

  1. After you finish, click on Continue button down the page to proceed.
  2. Zapier will ask you to test the Zap. Follow the instructions to make sure your Zap is working correctly.
  3. Next, click on the Finish button.

Launching the ZapLink icon

So far, so good? Let’s turn this Zap on then.

  1. Turn the Zap on by clicking on the grey switch and start passing information from LiveChat to Capsule.

Capsule integration: Turning Zap on

Well done! You have just linked your LiveChat with Capsule through Zapier. At the end of each chat, the info about your visitor will be passed to Capsule, and new person will be registered.

Capsule integration: New person in Capsule

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Base CRM integration

Set up a Zap in Zapier which will automatically pass a contact from LiveChat as lead in Base CRM once you finish the chat.

Read the article integration

Follow the instructions to create an integration through Zapier adding a LiveChat contact as lead in after the chat is finished.

Read the article

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