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Solution

Capsule CRM Integration

Virtually integrate with Capsule CRM.  No code required.
Core Experience CRM Integration
Created By eOne Solutions
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Virtual Integration
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.

Outcomes Delivered​

  1. Integrate in minutes, not weeks.​
  2. Real-time integration, every time.​
  3. Relevant, convenient insight in app for users.​
  4. Interface for users to view and take action on the data.

Licensing Required​

Popdock Basic Plan

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