Difference between revisions of "Capsule"
From Eugene Eric Kim
(Filters, relationships) |
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== Things I Really Like == | |||
* It will find social media links based on name / organizational affiliation alone | |||
== Things I Miss == | == Things I Miss == | ||
Line 35: | Line 39: | ||
* 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