Setting Up the Capsule CRM Add-On

Pre-Requisites

• Download and install the add-on
• A Capsule CRM account

Setup

1. Log into your WordPress admin dashboard.
2. On the left side navigation menu, hover over Forms and click on Settings.
3. From this page, click the Capsule CRM tab.
4. Enter your Personal Access Token. This is obtained from Capsule CRM. If you are unsure of how to obtain your API key, take a look at our article on obtaining your Capsule CRM API key.
5. Click Update Settings. If you’ve entered your account information correctly, you will be notified by a green check mark beside the box. If you do not see a green check mark, please double check this information and try again.

Once you have entered your API key, you’re ready to begin creating a feed for the Capsule CRM Add-On.