Capsule - Overview
The Capsule section walks you through connecting WhatConverts to Capsule CRM so leads are delivered to your sales pipeline automatically and revenue data flows back into your marketing reports. These articles cover setup, lead delivery, value syncing, and troubleshooting.
Why It Matters
A properly configured Capsule CRM integration keeps your leads and revenue data connected. This section helps you:
- Connect WhatConverts to Capsule CRM and verify the integration.
- Understand how data flows between the two platforms.
- Send leads from WhatConverts to Capsule CRM with full attribution.
- Receive quote and/or sales value from Capsule CRM back into WhatConverts.
- Validate and troubleshoot the integration to keep data accurate.
With Capsule connected, every marketing-generated lead carries its source data into your CRM and revenue flows back for ROI reporting.
Articles in This Section
- What is the Capsule CRM Integration?
- Connect WhatConverts to Capsule CRM
- Understand the Capsule CRM Integration
- Send Leads from WhatConverts to Capsule CRM
- Send Quote and/or Sales Value from Capsule CRM to WhatConverts
- Validate and Troubleshoot Your Capsule CRM Integration
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