Capsule CRM: Connecting your account

This article demonstrates how to establish a connection between Capsule CRM and Quickwork.

What you'll need:

Skill level: Easy

Time required: 5 minutes

• Capsule CRM account

To connect your Capsule CRM account with Quickwork, follow these steps:

1. Go to Quickwork, click the Simple Action button under the Steps section, and choose the Capsule CRM app from the Apps list. There are no triggers for this app.
2. Choose an action of your choice.
3. Click on the Link an account button to establish a new connection.
4. The Connect to Capsule CRM window will pop up containing the API token field:
   
   
   
   
5. To get the API token, log in to your Capsule CRM account. Click on your profile icon of the top-right corner, click on My Preferences, scroll down the window and select the API Authentication Token card from the screen:
   
   
   
   
6. Click on the Generate new API token button:
   
   
   
   
7. Enter a suitable description for the token, select the scope and then click on the Save new Token button:
   
   
   
   
8. Copt the API token displayed on the screen:
   
   
   
   
9. Now paste the copied token in the respective field of the Connect to Capsule CRM window:
   
   
   
   
10. Click the Link account button. Your account will get connected successfully.