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

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Access levels

Capsule CRM has one level. The connect window shows it as Default and describes it as “Standard access.” Agents can use all 109 Capsule CRM actions. You cannot choose a narrower level for Capsule CRM. You can block single agents with No access under Per-agent access. 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 agents can use.

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What agents 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 agent 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 your agent in plain words, for example “What can you do in my Capsule CRM account?” The agent can search the Capsule CRM actions for you.
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 agents 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

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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 Integrations

Open Settings > Integrations.
2

Add an integration

On the Connected apps tab, click + Add integration.
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 Default scope, keep Default. It is the only option.
5

Choose who may use it

If your workspace has teammates, the window also shows Share this account with everyone in this workspace. It is ticked for the owner and clear for a teammate. Leave it ticked to let agents 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.
Check that it works: Capsule CRM shows under YOUR CONNECTIONS, with a row for the account and its access level.

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Set access for one agent

Every agent can use the account unless you block it. Only you and your Administrators see Per-agent access.
  1. Under YOUR CONNECTIONS, open the account menu (⋯) on the Capsule CRM account.
  2. Click Manage scope.
  3. Under Per-agent access, find the agent.
  4. Choose No access to block the agent. Choose Default (Default) to allow it again.
  5. Click Save access.
Changes apply from the agent’s next call. An agent with No access does not see the account.

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Use more than one Capsule CRM account

Click + Account on the Capsule CRM card to connect another account. Agents try the primary account first unless they are asked to use a specific one. With teammates, 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 primary account. It shows ★ PRIMARY.
  • To change the primary account, open the account menu (⋯) and click Make primary. Only you and the Administrators who can see every agent 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. In a workspace with teammates, connecting an account asks whether to share it with everyone. See Who can use an account.

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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. Open the account menu (⋯) on the Capsule CRM account and click Disconnect. The menu item changes to Really disconnect? Your agents lose access to Capsule CRM. Click it again to disconnect. Agents then lose access to that account at once. If it was the primary account, another connected Capsule CRM account becomes primary.

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Costs

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

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Troubleshooting

An agent says it has no access to Capsule CRM, or it does not see the account.
  • Cause: the agent is set to No access under Per-agent access, or the account is not connected.
  • Fix: you or an Administrator opens Manage scope and changes the agent’s row. If the account is missing, connect it again.
Connecting or saving fails with “Your subscription isn’t active.” An agent says the Capsule CRM connection has expired.
  • Cause: the sign-in for that account is no longer valid.
  • Fix: use Reconnect on the account.

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Common questions

You cannot choose a narrower level for Capsule CRM. You can block single agents with No access under Per-agent access.
Click + Account on the Capsule CRM card to connect another account. Agents try the primary account first unless they are asked to use a specific one. With teammates, a person’s own accounts come before shared accounts.
Open the account menu (⋯) on the Capsule CRM account and click Disconnect. The menu item changes to Really disconnect? Your agents lose access to Capsule CRM. Click it again to disconnect. Agents 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.