What is Capsule CRM Connector?
What is Capsule CRM?
Capsule CRM Connector is Data Studio connector that helps to connect Data Studio with Capsule CRM and use it as a data source in Data Studio.
Capsule CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.
Capsule is a Customer Relationship Management (CRM) SaaS web application and mobile app developed by Zestia, a privately-held software company headquartered in Manchester, United Kingdom and founded in 2009.
How does it work?
Step 1: Choose "Capsule" connector by Jivrus Technologies from Google Data Studio Partner Gallery
Step 2: Click on 'AUTHORIZE' button for authorizing your google account.
Step 3: Once you click Authorize button, you can provide access with your Google account
Click on 'Allow' button for Access google Account.
Step 4: Once you are authorized to google account then you need to authorize for third-party service. In this case Capsule CRM.
Step 5: Click on 'AUTHORIZE' button for authorizing your Capsule CRM account.
Step 6: once you click on the authorise button you need to give access to your capsule account by Entering your site address
Step 7: Enter the user name and password and click on login button
Step 8:Click on the allow button
Step 9: Choose the Object you want to use.
Step 9: Click on 'Connect' button.
Step 10: The available fields from the Contacts Object is listed .
Step11: Use this as a data source and continue normally with designing your report in Data Studio.
Step 12: Click on 'Create Report' button.
Step 13: You can customize the dashboard as you want.
Capsule - Data Studio Dashboard
An example of a dashboard created in Data Studio with Capsule CRM Data Connector.