SalesPartner
+ Capsule CRM
Your Capsule CRM contacts sync into SalesPartner. Every conversation syncs back to Capsule CRM. Contacts flow in. Activities flow back. Zero data entry.
Capsule CRM
Simple, smart CRM for growing businesses
A smart, simple CRM that helps you build stronger customer relationships. Trusted by thousands of businesses for contact management and sales tracking.
Your Contacts. Always In Sync.
Connect Capsule CRM once. Your contacts flow into SalesPartner — names, emails, phones, deal stages, custom fields. SalesPartner handles the conversations and logs every activity back to the right contact in Capsule CRM. Your team sees the full picture on both sides.
Contacts Flow In
Your Capsule CRM contacts sync into SalesPartner with smart field mapping.
Activities Flow Back
Every conversation and appointment appears on the Capsule CRM timeline within seconds.
Team Visibility
Sales reps see all interactions in Capsule CRM before their calls.
All Plans Supported
Works with Starter, Growth, Advanced, and Ultimate.
What Gets Synced
Contacts come in. Activities go back. Everything stays current without you touching a thing.
Contact Import
Contact Imported
Names, emails, phones, job titles, and org pulled in
Fields Mapped
Smart field mapping matches Capsule CRM properties to SalesPartner fields
Contact Updated
Changes in Capsule CRM sync on schedule — contacts stay current
Custom Fields
Deal stages, custom properties, and tags carry over
Conversations
Started
New conversation opened with a lead
Status Change
Conversation moved to a new stage
Messages
Received
Inbound message from lead captured
Sent
Outbound reply logged with full content
Scheduled
Future message queued and tracked
Failed
Delivery failure logged with error details
Cancelled
Scheduled message cancelled before send
Events
Scheduled
New appointment booked on the calendar
Rescheduled
Time or date changed on existing booking
Cancelled
Appointment cancelled with reason logged
Reminder
Reminder sent to lead before appointment
Calls
Incoming
Inbound call from lead recorded
Outgoing
Outbound call to lead recorded
Connected
Call answered and conversation started
Ended
Call completed with duration logged
Missed
Unanswered call flagged for follow-up
Voicemail
Voicemail left and transcription logged
Contacts
Enhanced
Enriched contact data synced back to CRM
How It Works
Connect Your Capsule CRM
Secure OAuth connection
Click connect, authorize access, done. No API keys to copy. No credentials to manage. OAuth handles everything securely.
Map Your Fields
Smart mapping does the heavy lifting
SalesPartner reads your Capsule CRM fields and maps them to contact fields. Names, emails, phones, deal stages, custom fields — all matched up. Review and adjust if needed.
Contacts Sync In
Your Capsule CRM contacts flow into SalesPartner
Existing contacts are imported with deduplication. New contacts sync on schedule. No duplicates, no stale data.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds, qualifies them, and books appointments — while logging everything back to Capsule CRM.
Capsule CRM Stays Current
Every activity on the contact timeline
Conversations appear as notes. Appointments logged. Status changes update Contact fields. Your team sees the full picture before every call.
Why Connect SalesPartner to Capsule
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked before picking up the phone.
Simple & Smart
Capsule stays simple. SalesPartner keeps it current. Perfect match for growing teams.
No Double Entry
Stop copying conversation notes into Capsule. It just happens.
Pipeline Ready
Track conversations through opportunities. See which touchpoints drive deals.
Manager Visibility
See team activity across all channels in one place.
Built For Teams Like Yours
Professional Services
Scenario:
Client asks about consulting engagement
Result:
SalesPartner qualifies them, captures scope. Partner sees context before call.
Agencies
Scenario:
Prospect inquires about marketing services
Result:
Questions answered, budget discussed. Account manager has full context.
Tech Services
Scenario:
Lead asks about implementation support
Result:
Requirements captured, timeline discussed. Sales sees buying signals.
Technical Specifications
API Version
Capsule CRM API v2
Authentication
OAuth 2.0 (Bearer)
Sync Direction
Contacts in, Activities out
Inbound Sync
Scheduled (incremental)
Outbound Sync
Real-time (< 5 seconds)
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/api/v2/partiesImport contacts into SalesPartner/api/v2/entriesLog conversation activities/api/v2/parties/{partyId}Update contact fieldsCommon Questions
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