AI Connectors

The Claude connector is currently in Beta. To request access:

1. Go to Account SettingsIntegrations
2. Search for and click on Claude
3. Click to Request Early Access
4. This will open up a new email in your default email client to support@capsulecrm.com.
5. Once you have sent the email, one of the Team will get back to you.

To set up the plugin:

1. In ChatGPT, click the Plugins option in the left panel
2. Search for and click on Capsule CRM
3. You will be redirected to the ChatGPT landing page for Capsule. Click Install plugin

4. Choose Connect Capsule CRM

5. Enter your Capsule subdomain in the box, and choose Continue

6. Finally, click Allow to confirm permission for ChatGPT to access your Capsule account.

The plugin is now set up and ready to use. Begin a new chat and start learning more about your data right away.

Create your Contacts, Opportunities and Projects, update them, and look them up or search across them. Also see who owns what.

Creating records

Create individual Contacts, Opportunities and Projects for you.

You could ask: "Create an Opportunity called 'Website redesign' for Acme Corp in the Sales Pipeline, worth $5,000."

Updating records

You can also update Contacts, Opportunities and Projects that already exist, one record at a time. Add Tags to a Contact, Opportunity or Project, move an Opportunity to a different Milestone (including marking it won or lost, with a Lost Reason), or move a Project to a different Stage and close or reopen it.

For example, you could ask: "Mark the Acme Corp opportunity as won."

Looking up records

Look up individual Contacts, Opportunities and Projects, or search and filter across them (and your Activities and Tasks) the same way you would inside Capsule. Just describe what you're looking for and AI will work out the details.

You could keep it simple and ask: "What's the expected close date on the Acme Corp opportunity?" or expand with something like: "List all Opportunities in the Sales Pipeline worth over $10,000 that are expected to close this month, sorted by expected close date."

For Tasks, you could ask: "Which open Tasks are overdue and assigned to Jane?"

Owners, Users & Teams

Look up the Users and Teams on your account, including which User it's currently authenticated as - handy for questions about who owns what or how your account is structured.

Try something quick like "Which Team is Jane part of?", or something broader like "List every Team on our account, along with who's a member of each one."

Create and complete Tasks, see which Tracks are running, log Activity, and catch up on a record's history.

Tasks

Create Tasks and mark them as complete for you.

Completing a repeating Task creates its next occurrence, and completing a Task in a Track opens the next Task in that Track. For example, you could ask: "Mark the 'Send proposal to Acme Corp' Task as complete." You can also ask which Task Categories are available on your account, and choose one when you create a Task.

Tracks

Find which Tracks (automated sequences of Tasks) are running on a record, and what Tasks they've created so far.

You can also see which Tracks are available on your account, and have one applied when you create a Contact, Opportunity or Project. For example, you could ask: "Is there a Track running on this opportunity, and what Tasks does it still have left?" Or take it further - try asking: "List every open Task across all Tracks running on my Opportunities this week, grouped by due date."

Activity

Log Activity against records for you. You can also ask which Activity Types are available on your account, and choose one when you log it.

It can also pull up the history logged against a record - notes, emails and completed/open Tasks.

You could just ask "What's the most recent activity logged on the Acme Corp contact?" or something more thorough like "Summarize every email and note logged on the Acme Corp contact in the last 90 days, and flag anything that looks like it needs a follow-up."

Check how your Tags and Custom Fields are defined, and update Custom Field values on a record.

Tags and DataTags

Check how your account's Tags and DataTags are defined for Contacts, Opportunities and Projects.

For example, you could ask: "What Tags do we use to categorize our Opportunities?" It doesn't have to stop there - you could ask: "List every Tag we have set up for Contacts, and tell me which ones are DataTags."

Custom Fields

You can also look up how your Custom Fields are defined, and update their values directly on a record.

For example, you could ask: "Update Jennifer Kim's Reviewed custom field to Yes".

See how your Sales Pipelines and Project Boards are set up, so AI can tell you where a deal or Project stands.

Sales Pipelines, Milestones & Lost Reasons

Look up how your Sales Pipeline is structured, including your Milestones and Lost Reasons, so it can translate an Opportunity's stage or lost reason into something meaningful rather than just an ID.

For example, you could ask: "What Milestones are in our Sales Pipeline, and how likely are we to win at each stage?", or take it further by asking: "List every Milestone across all of our Sales Pipelines, along with its win probability, sorted from highest to lowest."

Project Boards & Stages

The same idea, but for Projects - look up your Boards and Stages to understand where a Project sits in its workflow.

Ask something as simple as "What Stage is our website redesign project currently on?", or something broader like "List every Project on our Marketing Board, grouped by Stage, so I can see where things are getting stuck."