Difference between revisions of "Capsule"
From Eugene Eric Kim
(Problems with Google Contacts sync) |
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http://capsulecrm.com/ | http://capsulecrm.com/ | ||
== Things I Really Like == | |||
* It will find social media links based on name / organizational affiliation alone | |||
== Things I Miss == | == Things I Miss == | ||
* Activity stream that shows all changes to the system, not just tasks / emails / notes | * Activity stream that shows all changes to the system, not just tasks / emails / notes | ||
* Ability to check multiple contacts and do bulk actions | |||
* Wish there was an automatic dedupe | |||
* Filters only allow for AND, not OR | |||
* Miss the ability to define relationships between different customers (e.g. spouse) | |||
== Google Contacts Sync == | == Google Contacts Sync == | ||
* Organizations are synced as "[undefined]" | * Organizations are synced as "[undefined]" | ||
See also: | |||
* [http://boxfreeit.com.au/2012/09/27/cloud-conundrums-the-danger-of-one-way-syncing/ "Cloud conundrums: The danger of one-way syncing"] (think Capsule has fixed this particular issue) | |||
* [http://capsule.uservoice.com/forums/5384-general/suggestions/636421-2-way-synchronisation-with-google-contacts Capsule: 2-way synchronisation with Google Contacts] | |||
== [[MailChimp]] Integration == | |||
The native integration requires that MailChimp get its list from Capsule. Instructions are at: | |||
* [http://support.capsulecrm.com/customer/portal/articles/268405-mailchimp-integration Capsule's instructions] | |||
* [http://kb.mailchimp.com/article/adding-capsule-to-your-mailchimp-account MailChimp's instructions] | |||
For more two-way integration, see this [http://www.amazon.com/MailChimp-Integration-with-CapsuleCRM-ebook/dp/B005BHASJ0 ebook]. I could also [http://blog.cloudwork.com/email-engagement-mailchimp-crm-integration/ use] [[CloudWork]]. | |||
== Wufoo Integration == | == Wufoo Integration == | ||
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* Everything else is added to a note | * Everything else is added to a note | ||
* If an email address maps, modifies the entry. Otherwise, creates a new one | * If an email address maps, modifies the entry. Otherwise, creates a new one | ||
== API == | |||
* [http://developer.capsulecrm.com/v1/libraries/ Dev guide] | |||
[[Category:Tool]] | [[Category:Tool]] | ||
Latest revision as of 19:32, 13 September 2021
Things I Really Like
- It will find social media links based on name / organizational affiliation alone
Things I Miss
- Activity stream that shows all changes to the system, not just tasks / emails / notes
- Ability to check multiple contacts and do bulk actions
- Wish there was an automatic dedupe
- Filters only allow for AND, not OR
- Miss the ability to define relationships between different customers (e.g. spouse)
Google Contacts Sync
- Organizations are synced as "[undefined]"
See also:
- "Cloud conundrums: The danger of one-way syncing" (think Capsule has fixed this particular issue)
- Capsule: 2-way synchronisation with Google Contacts
MailChimp Integration
The native integration requires that MailChimp get its list from Capsule. Instructions are at:
For more two-way integration, see this ebook. I could also use CloudWork.
Wufoo Integration
Documentation: Wufoo web form integration
- Name, email, and phone numbers mapped to Capsule fields
- Single-line text fields mapped to custom fields
- Everything else is added to a note
- If an email address maps, modifies the entry. Otherwise, creates a new one
