Share your Capsule Contacts With Your Team at Nearly No-Cost

Share Your Capsule Contacts With Your Team At Nearly No-Cost

Capsule CRM is a great tool for organizations to handle their customer relationships and contact management. Consequently, if you want every employee in your organization to have access to your customer’s information, there would be a cost of $36 USD / per employee, per month. This accumulates to quite a high cost for the company to […]

Capsule CRM is a great tool for organizations to handle their customer relationships and contact management. Consequently, if you want every employee in your organization to have access to your customer’s information, there would be a cost of $36 USD / per employee, per month. This accumulates to quite a high cost for the company to take on.

Fortunately, thanks to Google and Shared Contacts®, all the members of your organization can access your Capsule CRM contacts, without paying any license to Capsule!

The integration is only one way. When you add, update, or remove contacts in your Capsule account, the changes will also apply to your shared Google contacts label. However, your contact updates from the Google address book will not reflect in Capsule.

Step-by-Step Guide

Time needed: 4 minutes

Follow this simple guide.

  1. Click on your name in the top menu bar > My Preferences.


    Click on your name in the top menu bar

  2. Go to Google Settings.


    Go to Google Settings.

  3. Click on ‘Get started’ under the Google Contacts Integration heading.

    At this point, you’ll be directed to a Google login page. Follow the prompts to allow access permissions. Before pressing continue, make sure that you have checked the box to grant Capsule permission to “See, edit, download and permanently delete your contacts.”

    Click on ‘Get started’

  4. Click ‘Use Capsule Contacts’. This will add your contacts to the “Capsule Contacts” label in your Google Contacts. This will redirect you back to Capsule. A message will appear informing you of the update.

    There is an important condition for adding Capsule contacts to Google contacts. It must have at least one piece of “standard” contact information, e.g. address, phone, or email. If a contact only has a name or only has custom fields but no other contact info then it will not come through to Google.

    Select ‘Use Capsule Contacts’ for your Capsule contacts to be added into the ‘Capsule Contacts’ label in Google.

  5. To see if the synchronization was successful in your Shared Contacts® account, simply log in. As you can see, the ‘Capsule Contacts’ label is filled with the CRM contacts for you and your collaborators. Now, to share this label, simply click on the ‘share’ logo.


    can see the ‘Capsule Contacts’ label is filled with the CRM contacts for you and your collaborators

  6. Add the collaborators who need access to these contacts. Also, set their access permissions.

    We suggest setting the access permission to ‘Can edit’, as this will allow users to update the contacts or create new ones, and to have the changes reflected directly in the CRM.

    Set collaborators access permissions.

  7. Voila, your team members now have full access to your CRM contacts!


    Your team members now have full access to your Capsule CRM contacts

Conclusion

It’s as simple as that! Finally, you can share your Capsule CRM contacts with your whole organization without having to buy more licenses within Capsule! All thanks to Shared Contacts for Gmail®.