SalesPartner
+ Capsule CRM
Every conversation logged. Every status updated. Your Capsule CRM stays current without lifting a finger.
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 CRM. Always Current.
SalesPartner handles the conversations. Capsule keeps the records. Every text, every task, every status change—automatically logged to the right Party. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Capsule within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Team members see all interactions before their calls.
All Plans Supported
Works with Professional and Teams editions.
What Gets Synced
Every meaningful interaction flows into Capsule automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Tasks & Follow-ups
Follow-up Needed
Tasks created for required follow-ups
Reminder Set
Scheduled tasks with due dates
Task Completed
Completion status updated
Contact Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
VIBE scores sync to custom fields
How It Works
Connect Your Capsule
Simple token setup
Generate a Personal Access Token in Capsule, paste into SalesPartner. Connection established in under a minute.
Map Your Parties
Link leads to Capsule records
New leads get matched to existing Parties by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and handles follow-up. All while logging everything.
Capsule Updates
Activities appear in real-time
Every interaction creates an Entry (Note) or Task on the Party. Full content, timestamps, and outcomes.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about.
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
Bearer Token (PAT or OAuth 2.0)
Sync Direction
One-way (SalesPartner → Capsule)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
Professional, Teams
Rate Limit
4,000 requests/hour
API Endpoints Used
/api/v2/entriesLog message activities (notes)/api/v2/tasksCreate follow-up tasks/api/v2/parties/{id}Update party status