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How to integrate Capsule CRM with your shared inbox?

Learn to integrate Capsule CRM with your Helpwise and nurture customer relations.
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Vibhor Agrawal
Updated 1 year ago

Capsule CRM integration with your shared inbox allows you to track contact information and tasks directly from your Helpwise shared inbox.

Follow the steps below to connect your Capsule CRM account with your shared inbox:

  • Login into your Helpwise account.
  • Click on “Automation” on the top and select “Integrations”.
Helpwise account
  • Now, click on “Connect Capsule” button.
Helpwise integrations section
  • Enter your capsule 'subdomain' in Site address and click 'Continue'.
capsule crm integration helpwise
  • Click on 'Allow' to authorise the Helpwise app.
helpwise capsule crm authorisation
  • That's it! You have now integrated your Capsule CRM account with Helpwise.
  • Now, head over to your inbox and click on the Capsule CRM icon to search for the contact information.
capsule crm shared inbox integration

For any assistance with setting up the Capsule CRM integration, click on the chat icon below or schedule a call with us from here - https://helpwise.io/demo.

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