Capsule CRM

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.

  • Party

  • Opportunity

  • Case

  • Track

  • Entry

  • Track

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.

Capsule_CRM_-_template_report_-_By_Jivrus_technologies.pdf

Pricing

Schema Documenation