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:
Admins, Agents, Supervisors
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.
Integration Setup
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.
Contact Sync Between Capsule and CloudTalk
CloudTalk automatically imports contacts from Capsule CRM into your CloudTalk account.
How it works:
New contacts in Capsule are imported to CloudTalk.
If a Capsule contact shares the same main phone number or email with an existing CloudTalk contact, the records are merged.
Updates made in Capsule are reflected in CloudTalk.
Updates made in CloudTalk are not pushed back (one-way sync).
Contact Field Mapping
CloudTalk Contact | Sync Type | Capsule CRM Contact Field |
Name | ⬅➡ | First Name, Last Name |
Contact Link | ⬅➡ | Link to Capsule Contact Profile |
Phones | ⬅➡ | Main phone number |
Emails | ⬅➡ | Main email address |
Tags | 🚫 | Not synced |
Company | 🚫 | Not synced (can be managed manually) |
Industry | 🚫 | Not synced |
Website | 🚫 | Not synced |
Address | 🚫 | Not synced |
City / Zip / Country | 🚫 | Not synced |
Favorite Agent | ⬅➡ | Contact Owner (manual mapping possible) |
Capsule uses a unique entity type called party to represent a contact. The sync currently supports only the main email and phone fields.
Click-to-Call from Capsule CRM
With click-to-call enabled, you can call any contact in Capsule CRM with one click.
To enable:
Follow Capsule CRM’s official setup guide to turn on click-to-call.
Once enabled, all phone numbers in Capsule will become clickable and open CloudTalk automatically.
Other Chrome extensions or dialers may interfere with click-to-call. Disable them if you notice conflicts.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!