Obtaining Your Capsule CRM API Key

To use the Capsule CRM Add-On, you will need to first obtain your Capsule CRM API key. In this article, we will show you exactly how to find it.

  1. Log into your Capsule CRM account.
  2. Click on your name at the top right corner and then on My Preferences.
  3. From the left side menu, click API Authentication Tokens.
  4. Under Personal Access Tokens, click the Generate new API token button.
    Capsule CRM Generate API Token
  5. Give the token a Description, and check the boxes as applicable.
    Capsule CRM Generate Personal Access Token Settings
  6. Click the Save new Token button.

Now you can copy the token to use in your Gravity Forms Capsule CRM settings.

If you need further help to get your API key, we recommend you contact Capsule CRM support.