Capsule overview

Capsule overview

Overview

Capsule is a leading cloud CRM software, helping you to "build stronger customer relationships, make more sales and save time". Cin7 Omni's integration allows you to maintain your Capsule whilst benefiting from the advanced inventory features of Cin7 Omni.

Integrating Capsule with Cin7 Omni will allow you to:

  • Create contacts in Cin7 Omni from Capsule.

  • Update contacts in Cin7 Omni from Capsule.

  • Create contacts in Capsule from Cin7 Omni.

  • Create opportunities in Capsule from Cin7 Omni Quotes.

Setup and use

Setting up the integration is a simple process of adding the module from the app store and selecting Connect. For more information see Setting up Capsule.

Contacts can be shared between the two systems, see Sharing Contacts between Cin7 Omni and Capsule.

Quotes can also be created in Capsule as opportunities, see Inserting Opportunities into Capsule.

For a list of fields that are updated by the integration, please see Reference: Capsule and Cin7 Omni Fields.

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