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Adding a Capsule CRM Connector

Adding a Capsule CRM Connector

Published: Sep 01, 2023

Popdock
- Welcome to Popdock Documentation
SmartConnect
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- Adding Tasks to an Integration View Category
  - Creating document level run integration tasks in SmartConnect.com
  - Adding a Run Map Task
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- Creating an Integration Process View Category
  - Using a Restriction
  - Defining Remaining Options
  - Using a Custom Rolling Column
  - Using a Translation
  - Using a Date Calculation
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  - Performing the Field Mapping
  - Determining Source Grouping
  - Defining an Integration Target
  - Defining an Integration Source
  - Populating the Integration Details
- Getting Started with SmartConnect.com View Category
  - Switching Companies within SmartConnect.com
  - Adding an Initial User to SmartConnect.com
  - Determining your Subscription Tier
  - Signing Up for a Plan
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- Importing and Exporting Integrations View Category
  - Importing an Integration Process
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- Installing and Configuring SmartConnect 21 View Category
  - Creating and Configuring the API in SmartConnect 21
  - Creating and Configuring the Windows Service in SmartConnect 21
  - Updating SmartConnect 21 Configuration Options
  - Configuring Additional SmartConnect 21 Instances
  - Configuring a SmartConnect 21 Instance
  - SmartConnect 21 Installation Steps
- Maintaining Setup Options View Category
  - Setting Up Change Trigger Maintenance
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  - Setting Up Translation Tables
  - Setting up Global Rolling Columns
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- Navigating the Dashboard View Category
  - Viewing the Latest News, Links, and Videos Widgets
  - Reviewing the Login History Widget
  - Using the SmartConnect Processes Widget
  - Using the Quick Start Widget
- Setting Up Additional Functionality View Category
  - Using Error Processing to Correct Integration Process Failures
  - Scheduling an Integration Process
- Working with Dynamics 365 Business Central View Category
  - Using an Odata Field Lookup
  - Creating a Dynamics 365 Business Central Change Data Source
  - Creating a Dynamics 365 Business Central Real-time Data Source
  - Connecting to Dynamics 365 Business Central using an OAuth Token
  - Setting up an Integration to Dynamics 365 Business Central
  - Creating a Dynamics 365 Business Central Bulk Data Source
- Working with Dynamics 365 Finance View Category
  - Using a Dynamics 365 Finance Lookup
  - Setting up an Integration to Dynamics 365 Finance and Operations
  - Creating a Dynamics 365 Finance Bulk Data Source
  - Connecting to Dynamics 365 Finance using an OAuth Token
- Working with Dynamics 365 Sales View Category
  - Using an Activity Party
  - Using an Entity Lookup
  - Connecting to Dynamics 365 Customer Engagement using an OAuth Token
  - Using a Relationship
  - Using a List Option Lookup
  - Using a Multi Lookup
  - Setting up an Integration to Dynamics 365 Sales
  - Creating a Dynamics 365 Sales Real-Time Data Source
  - Creating a Dynamics 365 Sales Change Data Source
  - Creating a Dynamics 365 Sales Bulk Data Source
  - Setting up a Dynamics 365 Sales Connection
  - Using an Entity Reference
- Working with Dynamics CRM View Category
  - Using an Activity Party
  - Using an Entity Lookup
  - Setting up an Integration to Dynamics CRM
  - Creating a Dynamics CRM Real-Time Data Source
  - Using a MultiList Option Lookup
  - Creating a Dynamics CRM Change Data Source
  - Creating a Dynamics CRM Bulk Data Source
  - Setting up a Dynamics CRM Connection
  - Using a Relationship
  - Using a List Option Lookup
  - Using a Multi Lookup
  - Using an Entity Reference
- Working with Dynamics CRM On-Prem View Category
  - Using a MultiList Option Lookup
  - Using a List Option Lookup
  - Using a Multi Lookup
  - Using an Entity Lookup
  - Using an Activity Party
  - Using an Entity Lookup
  - Setting up an Integration to Dynamics CRM
  - Setting up a Dynamics CRM Connection
  - Creating a Dynamics CRM Real-Time Data Source
  - Creating a Dynamics CRM Change Data Source
  - Using a Relationship
  - Creating a Dynamics CRM Bulk Data Source
  - Setting up a Dynamics CRM Connection
- Working with Dynamics NAV View Category
  - Using a Page Field Lookup
  - Using a Page Key Field Lookup
  - Setting up an Integration to Dynamics NAV
  - Creating a Dynamics NAV Bulk Data Source
  - Setting up a Dynamics NAV Connection
- Working with Dynamics NAV OData On-Prem View Category
  - Using an OData Field Lookup
  - Setting up an Integration to Dynamics NAV OData
  - Creating a Dynamics NAV OData Bulk Data Source
  - Setting up a Dynamics NAV OData Connection
- Working with Dynamics NAV Soap On-Prem View Category
  - Using a Page Field Lookup
  - Using a Page Key Lookup
  - Setting up an Integration to Dynamics NAV Soap
  - Creating a Dynamics NAV Soap Bulk Data Source
  - Setting up a Dynamics NAV Soap Connection
- Working with File Options View Category
  - Creating a Text Folder Data Source
  - Creating an XML Folder Data Source
  - Using a File Destination
  - Creating a XML File Source
  - Creating a Text File Source
  - Creating an Excel Source
  - Setting up a FTP Server Connection
  - Creating an Excel Folder Data Source
- Working with Generic Connections View Category
  - Troubleshooting ODBC Data Source Errors
  - Creating an OLEDB Bulk Data Source
  - Creating an ODBC Bulk Data Source
  - Setting up an ODBC Connection
  - Setting up an OLEDB Connection
- Working with Microsoft Graph View Category
  - Using Outlook as a Data Source
  - Using OneDrive as a Data Source
  - Using SharePoint as a Data Source
  - Setting up a Microsoft Graph Odata Connection
  - Creating a Teams Task
- Working with NetSuite View Category
  - Setting up a Multi Lookup
  - Setting up a Reference Lookup
  - Setting up an Integration to NetSuite
  - Creating a NetSuite Real-Time Data Source
  - Creating a NetSuite Bulk Data Source
  - Setting up a NetSuite Connection
- Working with Popdock View Category
  - Creating a Popdock Bulk Data Source
  - Setting up a Popdock Connection
- Working with Pre-Defined Connectors View Category
  - Setting up a Zendesk Connector
  - Setting up a ShipStation Connector
  - Setting up a HubSpot Connector
  - Setting up a Shopify Connector
  - Setting up a WooCommerce Connector
  - Setting up a Magento Connector
  - Setting up a Xero Connector
- Working with Salesforce View Category
  - Using an Entity Lookup
  - Setting up an Integration to Salesforce
  - Creating a Salesforce Real-Time Data Source
  - Creating a Salesforce Change Data Source
  - Creating a Salesforce Bulk Data Source
  - Setting up a Salesforce Connection
- Working with Slack View Category
  - Creating a Slack Task
  - Setting up a Slack Connection
- Working with SQL Server View Category
  - Setting up an Integration to SQL Server
  - Creating a SQL Server Real-Time Data Source
  - Creating a SQL Server Change Data Source
  - Creating a SQL Server Bulk Data Source
  - Setting up a SQL Server Connection
- Working with the REST Connector View Category
  - Using Error Handling
  - Using Service Variables
  - Using a Service Lookup
  - Creating a Service Lookup
  - Setting up an Integration to a REST Service
  - Creating a Service Destination Definition
  - Configure Data Source Paging
  - Adding a Bulk Service Data Source
  - Creating a Service Data Source Definition
  - Configuring Exchange Token Authentication
  - Configuring OAuth2 Authentication
  - Adding a REST Service Connection
  - Creating a REST Service Definition
  - Configuring Service Entities for Data Sources
  - Configuring Base Settings
- Working with Trello View Category
  - Setting up a Trello Connection
  - Creating a Trello Task
Zendesk Apps
- Inner zendesk category View Category
  - Test documentation

Adding a Capsule CRM Connector

Published: Sep 01, 2023

You can use the Capsule CRM connector to display details of your parties, opportunities, and cases.

How to add a Capsule CRM connector:

1. Select Connectors from the left navigation drop-down menu to open the Connectors page.

2. Select the Add connector button.

3. Select the Capsule CRM connector.

4. Enter your site address. Click Continue.

5. Log in to Capsule.

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6. Select Allow. A progress page will be displayed while the connector is initialized.

Having trouble adding this connector? Email support@eonesolutions.com

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Content

How to add a Capsule CRM connector:

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