Integrate SkooBot with Capsule CRM

This page contains the stepwise tutorial for the integration with SkooBot

Step 1 of 4: Login to SkooBot Account and Select Application to Integrate

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with Capsule CRM. Click on the ‘Integrate tab.’

b. The Integrate Window Will Open up. Select the ‘All Integrations’ Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Capsule CRM by:-

• Either by scrolling down the list or,

• by typing ‘Capsule’ in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The ‘Connect’ Button As Shown

f. An Interface, as shown below, will open up. Here, you will be asked to enter the API

Token that you will get by logging into your Capsule account.

Step 2 of 4: Find your Authorization Key/Token in App Account

a. To get the API Token, login to the Capsule CRM account and on the main dashboard,

click on the dropdown button next to your profile name on the top-right corner and then

click on ‘Account Setting’ tab.

b. Click on Integrations

c. On the ‘Integrations’ page, scroll down to the bottom to locate ‘Develop your own using

the Capsule API’ and click on ‘user preferences’ to find out your API Token.

d. Copy your API Token key

Step 3 of 4: Enter Authorization Details and establish connection with your App

a. Enter Capsule API Token and click the ‘Connect’ Button to complete integration of

SkooBot with Capsule CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“Connected Successfully.” That’s all, it’s done!

c. Also, your Capsule CRM integration will show the message Installed in the Integration

List.

Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between SkooBot and Capsule CRM, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Capsule you have integrated.

Still Not Working, Let’s Troubleshoot!

If you are not getting dummy lead from your Bot to Capsule, it may be due to the multiple reasons:

• Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.

• Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at [e-mail]. We will respond back within 48 business hours.