Sales and customersCapsule CRM
Capsule CRM with Website: from your pipeline to your website
What you can do
Partner and client lists
Tell the AI which organizations to show and it builds a partners or clients section from their Capsule records.
Your pipeline in the chat
Ask about open opportunities or this week's tasks and the AI answers from Capsule. This data never goes on the website unless you ask.
Contacts and tasks after you confirm
Ask the AI to add a contact or a follow-up task in Capsule. It shows a card with the details and waits for you to click Confirm.
What you can ask the AI
Examples to type in the chat once the app is connected to your website.
Build a Partners section from the organizations tagged Partner in Capsule CRM.
Which opportunities in Capsule are due to close this month?
Add a task in Capsule to call Arben Hoxha on Friday about the website quote.
How to connect it
- 1
Step 1
Open Integrations
In Studio, open Integrations in the website where you want to use Capsule CRM and find it in the Browse tab.
- 2
Step 2
Click Connect
Click Connect, sign in to your Capsule CRM account in the window that opens and approve access. The connection applies to this website only.
- 3
Step 3
Ask the AI
In the chat, say what you need from Capsule CRM. The AI reads what it needs and asks for your confirmation before any action in the app.
You stay in control
The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.
Frequently asked questions
No. The published site does not send data to Capsule on its own. You can ask the AI in the chat to add a contact, and it does so after you confirm.
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