Connect Capsule CRM
Connect Capsule CRM and put your records on the map.
Put your Capsule CRM accounts, contacts and deals on the map so reps can see what's nearby and managers can see coverage at a glance.
1. Open Data Sources
In GeoMaps, open the menu in the top-right corner of the map and choose Data Sources. Add a new source and select Capsule CRM to open its connection form.
2. Connect Capsule CRM
Capsule connects with a personal access token.
- In Capsule, open My Preferences → API Authentication Tokens and generate a token.
- Paste it into the Access Token field in GeoMaps.
GeoMaps imports Contacts, Organizations, Opportunities and Cases.
3. Choose what to map
Pick the object(s) you want to plot and confirm which field holds the address (GeoMaps suggests one for you). Every record is geocoded and dropped on the map, then kept in sync on a schedule as your data changes.
Still need help? Contact our team.