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Connect Capsule CRM so your teammates can work in your Capsule CRM account.

Access levels

Capsule CRM has one level. The connect window shows it as Default and describes it as “Standard access.” Teammates can use all 109 Capsule CRM actions. You cannot choose a narrower level for Capsule CRM. You can block single teammates with No access under One teammate at a time. The Capsule CRM sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in, and standard access does not limit which Capsule CRM actions teammates can use.

What teammates can do

The summary below groups the Capsule CRM actions into plain tasks. The full list after it names every action, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the teammate searches for the matching action.
Find an action. Open the list and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask a teammate in plain words, for example “What can you do in my Capsule CRM account?” The teammate can search the Capsule CRM actions for you, and it can see which levels run each action.
Each action shows its name, a one-line description where the Capsule CRM action catalog has one, and its slug. The slug is the ID that teammates use when they call the action.
  • View, search, create, update, and delete contacts
  • View, search, create, update, and delete projects
  • View, search, create, update, and delete opportunities
  • View, create, update, and delete entries
  • View, create, update, and delete milestones
  • View, create, update, and delete pipeline stages
  • View, update, and delete boards
  • View, create, update, and delete categories
  • View, create, update, and delete tasks
  • View, update, and delete tags
  • View and update users
  • View and update pipelines

Connect Capsule CRM

Before you start:
  • You need a Capsule CRM account that you can sign in to.
  • Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.
1

Open Apps

Click Settings at the bottom of the sidebar, then Apps.
2

Add an integration

Under Connected apps, click the Add integration card.
3

Find Capsule CRM

Find Capsule CRM in the catalog and click it. You can type the name in Search the catalog.
4

Keep the default level

Under What every teammate can do, keep Default. It is the only option.
5

Choose who may use it

If other people are in your squad, the window also shows Share this account with everyone in this squad. It is ticked for the owner and clear for everyone else. Leave it ticked to let your teammates use the account for anyone’s requests. Clear it to keep the account for your own requests.
6

Click Connect Capsule CRM

Click Connect Capsule CRM. The Capsule CRM sign-in page opens in a new tab.
7

Sign in to Capsule CRM

Sign in to Capsule CRM and approve the request. The Squad window waits and closes by itself when the account shows up.
Check that it works: Capsule CRM shows under Your connections in its own card, with a row for the account and its access level.

Set access for one teammate

Every teammate can use the account unless you block it. Only you and your Administrators see One teammate at a time. The window says “Each teammate can do what’s set above unless you choose otherwise here. A change applies from their next use of it.”
  1. Under Your connections, open the account menu (⋯) on the Capsule CRM account.
  2. Click Manage scope.
  3. Under One teammate at a time, find the teammate.
  4. Choose No access to block the teammate. Choose Default (Default) to allow it again.
  5. Click Save access.
Changes apply from the teammate’s next call. A teammate with No access does not see the account.

Use more than one Capsule CRM account

Click + Account on the Capsule CRM card to connect another account. Teammates try the main account first unless they are asked to use a specific one. When other people are in your squad, a person’s own accounts come before shared accounts.
  • After you click + Account, follow the connect steps above.
  • The first account you connect becomes the main account. Its row shows Main account.
  • To change the main account, open the account menu (⋯) and click Make it the main account. Only you and the Administrators who can see every teammate can do this.
  • To tell accounts apart, open the account menu (⋯) and click Rename.
  • Each account is private to the person who connected it unless that person shares it. When other people are in your squad, connecting an account asks whether to share it with everyone. See Who can use an account.

Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the Capsule CRM side:
  1. Open the account menu (⋯) and click Reconnect.
  2. Click Reauthorize on Capsule CRM.
  3. Sign in to Capsule CRM and approve the request.
Reconnect signs in to the same account again. It does not add a second connection. Only the person who connected the account can reconnect it. An account whose sign-in has expired shows Needs reconnecting on its row, with a Reconnect button for the person who connected it. Open the account menu (⋯) on the Capsule CRM account and click Disconnect…. A dialog asks you to confirm and says “Your teammates lose access to Capsule CRM through this account.” Click Disconnect. Teammates then lose access to that account at once. If it was the main account, another connected Capsule CRM account becomes the main account.

Costs

Capsule CRM actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

Troubleshooting

A teammate says it has no access to Capsule CRM, or it does not see the account.
  • Cause: the teammate is set to No access under One teammate at a time, or the account is not connected.
  • Fix: you or an Administrator opens Manage scope and changes the teammate’s row. If the account is missing, connect it again.
Connecting or saving fails with “Your subscription isn’t active.”
  • Cause: your Squad subscription is not active.
  • Fix: the owner fixes the subscription on the lock screen: Update card after a failed payment, or Subscribe again after it ended. See Use the lock screen.
A teammate says the Capsule CRM connection has expired.
  • Cause: the sign-in for that account is no longer valid.
  • Fix: click Reconnect on the account row, or open the account menu (⋯) and click Reconnect.

Common questions

You cannot choose a narrower level for Capsule CRM. You can block single teammates with No access under One teammate at a time.
Click + Account on the Capsule CRM card to connect another account. Teammates try the main account first unless they are asked to use a specific one. When other people are in your squad, a person’s own accounts come before shared accounts.
Open the account menu (⋯) on the Capsule CRM account and click Disconnect…. A dialog asks you to confirm and says “Your teammates lose access to Capsule CRM through this account.” Click Disconnect. Teammates then lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.