Knowledge Base UnifiedVU 2. Connectors 10. CapsuleCRM

            5. Capsule CRM List App

            1. Introduction

            CapsuleCRM List App allows you to list tagged organisations in one place.  

            2. Setting Up and Usage

            The App can only be added to a Page by the Space Admin. Once added, anyone who has access to the Space can use the App. You would need to select a tag.

            • Create a new Page or use an existing Page.
            • Select App from your internal App Store (listed under Sales).
            • Click Add


            • Enter CapsuleCRM full URL includinghttps://xxx.capsulecrm.com (replace xxxx with your account name) and API Token. Your CapsuleCRM API Token can be found on Settings (top right), Integrations (left side menu) and user preference page (right side bar).
            • UnifiedVU will save your credentials encrypted so that you do not need to resubmit next time.
            • Enter a tag.
            • App will now display your contacts. 
            • Use the Search functionality to find specific contacts or organisations. 

            3. Interoperability with other Apps

            When a contact or an employee (contact of an organisation) is selected:

            • Full Contact App will display related social profiles.
            • edocr Documents App will display documents shared.
            • Xero App will show status of overdue and paid invoices.
            • Google Mail will show emails received, sent and starred. 
            • Google Drive will show related documents.
            • Trello Cards by any CRM will show related tasks.
            • MailChimp Contacts Analysis App will show how email campaigns were responded to. 
            • Zendesk will show tickets filed.
            • CanUMeet will allow you to schedule a meeting. 
            • Twitter will show recent tweets exchanged. 

            When an organisation is selected:

            • Companies House App will show a list of organisations for you to select or the actual organisation with information, details of Officers and statutory documents filed.
            • Zendesk App will display a list of matching organisations for you to select, and once selected, the tickets filed. 
            • Google Drive App will show related files. 
            • Trello Boards will show related Boards.
            • Trello Cards by any CRM will show related tasks.
            • Google Map App will show the location of the organisation. 
            • Xero App will show overdue and paid invoices.
            • Duedil App will show company information. This App is superseded by Companies House App.  

            4. Features

            • Allow you to enter CapsuleCRM credentials of your account. 
            • UnifiedVU saves the credentials encrypted.
            • Option to remove credentials from our database.
            • Allows you to enter a tag. 
            • Displays tagged organisations grouped alphabetically. 
            • Displays avatar, full name, email address and telephone number of employee selected.
            • One click (little arrow) to visit the organisation or contact in Capsule CRM.

            Last updated: 2016-11-16

            Updated: 06 Jun 2019 07:33 AM
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