Integrations
Outlook Add-in
- How to install the Capsule Add-in for Outlook
- Connecting the Outlook Add-in to your Capsule account
- How to use the Capsule Add-in for Outlook
- How to add the Capsule Add-in to the message surface
- How to see what contacts are in an Outlook conversation
- How to add a new contact with the Outlook Add-in
- How to store emails with the Outlook Add-in
- Automatically store emails using the Outlook Add-in
- How to stop the Outlook Add-in from storing emails
- How to add Projects, Opportunities and Tasks with the Outlook Add-in
- Known issues with the Outlook Add-in
Capsule Add-on for Gmail
- How to install the Capsule add-on for Gmail
- How to use the Capsule add-on for Gmail
- Connecting the add-on to your Capsule account
- How to see what contacts are in a Gmail conversation
- How to add a new contact with the Gmail add-on
- How to store emails with the Gmail add-on
- How to stop the Gmail add-on from storing emails
- How to add Tasks, Projects and Opportunities with the Gmail add-on
- The Gmail add-on is not being displayed
QuickBooks Integration
- What does the QuickBooks integration do?
- Setting up the QuickBooks integration
- Syncing with QuickBooks
- Exporting contacts from Capsule to QuickBooks
- Intuit Single Sign On (SSO)
- Deleting contacts and managing duplicates with QuickBooks
- Using QuickBooks as a B2B vs B2C Business
- How to disable the Quickbooks integration
FreeAgent integration
- What does the FreeAgent integration do?
- How to set up the FreeAgent integration
- Excluding FreeAgent supplier invoices
- What happens during the FreeAgent sync?
- Exporting contacts from Capsule to FreeAgent
- Deleting and managing duplicates with FreeAgent
- Using FreeAgent as a B2B vs B2C Business
- How to disable the FreeAgent Integration
KashFlow integration
- What does the KashFlow integration do?
- How to set up the KashFlow integration
- Excluding KashFlow supplier invoices
- What happens during the KashFlow sync?
- Exporting contacts from Capsule to KashFlow
- Deleting and managing duplicates with KashFlow
- Using KashFlow as a B2B vs B2C Business
- How to disable the Kashflow integration
Sage Business Cloud integration
- What does the Sage Business Cloud integration do?
- How to setup the Sage Business Cloud integration
- Excluding Sage Business Cloud supplier invoices
- What happens during the Sage Business Cloud sync?
- Exporting contacts from Capsule to Sage Business Cloud
- Deleting and managing duplicates with Sage Business Cloud
- Using Sage Business Cloud as a B2B vs B2C Business
Zapier Integration
- What is Zapier?
- How to use Capsule with Zapier
- How to create your first zap using Capsule
- What are some of the most popular Zaps to use with Capsule?
- How to turn off a Zap
- How to edit an existing zap
- Who can access my Zaps?
- How is data and security managed with Zapier?
- How much will I pay for Zapier?
- External Zapier Resources