Embed and Display Data Real-Time
Sometimes generating data is not the right solution and embedding a real-time display is. Virtual integration is a powerful integration option that lets you configure your Capsule CRM integration in minutes, not weeks and reduce the complexity of your integration.
Embed and display external data without code using Popdock widgets:
- Embed detailed Popdock reports that include Capsule CRM data in your app.
- Embed detailed Popdock reports that includes data from other apps in Capsule CRM.
- Embed data with parameters related to specific records, like transactions from your ERP related to specific Capsule CRM accounts on the account record.
- Allow your users to view related details like invoice lines related to invoice headers.
- Allow your users to use Popdock actions to do things like open records or run a process.