How To Connect To Capsule CRM

To connect to Capsule you will need the following items.

Your Account Name is the part of your login url between https:// and .capsule.com.

Your API Token can be found in Capsule.
This number is specific to you and is used to create a data connection.
Go to to the top menu -> Your Name -> My Preferences

Click on the “API Authentication Token” link.

Copy the API Token from Capsule and paste in the area above.

After entering these 2 items you will be able to access your Caspule CRM contact list right from the Postcard Services Direct Mail Manager.

Capsule CRM API Tasks

After you mail a Campaign to a Contact in your Capsule CRM database, they will automatically have a Tag applied to them with the Name of the Campaign that was sent. This way you can use those tags to help determine ROI and the success of any Direct Mail Manager campaign.


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