Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Capsule integration
Turn chats into Capsule contacts and opportunities, and answer with the record in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Capsule
Capture the lead as you talk
A visitor's details are written to Capsule during the conversation, so nothing depends on somebody copying them over afterwards.
Start the deal early
A pricing or demo question creates the Capsule opportunity at the right stage, so the pipeline reflects real interest the same day.
Answer with the history
Capsule notes, cases and open deals reach the chat, so a customer is not asked to explain who they are again.
Set the follow up
A task is created in Capsule from the conversation, so the promise made in a chat ends up on somebody's list.
Overview
Capsule keeps contacts, pipelines and cases for teams that do not want a heavyweight CRM. Connected to Tidio through Zapier or the Tidio API, a conversation with a new visitor creates the Capsule contact, an interested one creates the opportunity, and a returning customer is recognized before anyone replies. Every chat is logged on the record, so the history of a deal is not split between an inbox and a CRM.
Key features
- Create the contact from a chat so a lead is in Capsule before the conversation ends
- Open opportunities from interest when a visitor asks about pricing or a demo
- Recognize returning customers with their Capsule history next to the conversation
- Log every conversation as a note on the Capsule contact or opportunity
Capsule
CRM
Tags
CRM
Contact Sync
How it works
Connect Capsule in minutes
1
Connect Tidio and Capsule
Link them with Zapier, Integrately or the Tidio API and choose the Capsule fields a conversation can read and write.
2
Decide what a chat creates
Map conversations to Capsule contacts, opportunities, cases and tasks, and set the stage rules.
3
Work from one history
Agents see the record, and Capsule keeps every conversation attached to it.
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Frequently asked questions
Common questions about the Capsule integration
Do we need a developer?
No. Zapier, Integrately and Make cover the usual flows between Tidio and Capsule. The Tidio API is there for anything more specific.
What is written to Capsule?
Whatever you map. Most teams create a contact for a new visitor, an opportunity when there is real interest, and a note with the conversation on every chat.
Is the Capsule integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Capsule integration.