Capsule CRM

What is Capsule CRM Connector?

Capsule CRM Connector is a Looker Studio connector that helps to connect Looker Studio with Capsule CRM and use it as a data source in Looker Studio.

Capsule CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.

What is Capsule CRM?

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 Looker 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 to your Google account

Click on the 'Allow' button to Access your Google Account.


Step 4: Once you are authorized to google account, you need to authorize third-party service. In this case Capsule CRM.


Step 5: Click on the 'AUTHORIZE' button for authorizing your Capsule CRM account.

Step 6: once you click on the authorize 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.

  • Party

  • Opportunity

  • Case

  • Track

  • Entry

  • Track

Step 9: Click on 'Connect' button.

Step 10: The available fields from the Contacts Object are listed.

Step 11: Use this as a data source and continue normally with designing your report in Looker Studio.

Step 12: Click on the 'Create Report' button.

Step 13: You can customize the dashboard as you want.

Capsule - Looker Studio Dashboard

An example of a dashboard created in Looker Studio with Capsule CRM Data Connector.

Capsule_-Dashboard_report-_by_Jivrus_Technologies.pdf

Pricing

Schema Documenation