This guide walks you through connecting CloudTalk with Capsule CRM, so you can sync contacts, track calls and SMS, and manage all activity in one place.
User level: Admin
For more details on how calls are logged and how data is synced after setup, see Using CloudTalk with Capsule CRM.
Prerequisites
Before you start, make sure you have:
Admin access in both CloudTalk and Capsule CRM.
A Capsule API token. You can find instructions below.
The email address you use in CloudTalk must match exactly with the email address in your Capsule CRM account. If the emails do not match, synchronization will not work correctly.
Configure Capsule CRM
You can connect your Capsule CRM with CloudTalk in just a few steps. Here's how to authenticate the integration and assign phone numbers for calling and messaging.
Log in to your CloudTalk Dashboard.
Navigate to Account > Integrations.
Find Capsule CRM in the list and click ➕ Add.
A pop-up will appear. Under API token, paste your Capsule token.
Click Create to finish authentication.
Assign numbers (optional):
Choose which CloudTalk numbers should be linked to Capsule for call and SMS logging.
If you leave this empty, your default CloudTalk numbers will be used.
This is useful if you only want Capsule to log calls from specific teams or lines.
In General settings, configure labels:
Caption: The internal name for this integration (e.g. "Capsule CRM").
Contact’s tag: All contacts synced from Capsule will automatically receive this tag, making them easy to filter later.
Where to find your Capsule API token
Log into your Capsule account.
Click on your avatar in the top-right and choose My Preferences.
Scroll down to API Authentication Tokens.
Generate a new token or copy an existing one.
Need help or have a question? Just reach out through our Support portal — we’re here for you.