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Add a Capsule CRM Connector
Niamh McGlade avatar
Written by Niamh McGlade
Updated over 2 weeks ago

Connectors are the tools from which you collect the specific datapoints you want to display within a widget. As long as you have an account with the tool you want to connect with, then you will be able to sync this data into Hurree.

  • Once logged in, navigate to the Connectors tab which can be found on the bottom left-hand side panel of your platform.

  • Click on the Capsule CRM Connector.

  • A Connector pop-up will appear for the Google Capsule connector. Click Connect at the bottom of the pop-up and you will be directed to Input an API key which can be found in your Capsule CRM account.

  • To find your API Key you’ll need to log in to your Capsule CRM account.

  • Click on your name in the top right-hand corner and on the dropdown select Account Settings.

  • Click on Integrations.

  • Scroll down to the bottom of the page to Develop your own using the Capsule API, and click on the API Authentication Tokens linked text.

  • Generate an API Token.

  • Type in whatever description you want. We recommend using “Hurree” so it’s easy to recognise and at this stage, the default scope preferences don’t need to be changed.

  • Click Generate Token, copy it, and paste it into the Capsule CRM connector pop-up.

  • Once connected you will see that the Capsule CRM card has now changed from Connect to Disconnect.

Nb. If you want to disconnect a connector from your Hurree account you can do so within the connector tab in your account settings.

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