Capsule

Capsule is an online CRM designed for small businesses. Integrating Capsule shortens the process of responding to pipeline opportunities, syncing relevant customer data straight to Help Scout.

With a Capsule integration, your customer profile link and tagged pipeline opportunities are visible in the Help Scout Customer Profile pane. Plus, the integration helps you keep data fresh on both platforms: If the customer you’re interacting with in Help Scout doesn’t yet exist in Capsule, you can create a Capsule profile for them with one click.

Help Scout - Capsule integration Example of a Help Scout conversation with Capsule

Straight from Help Scout, you can now:

  • See the latest customer contact information, like tags and active opportunities
  • Add a customer to Capsule in a single click
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