Capsule CRM Integration
Signable and Capsule CRM Integration
With Signable’s Capsule CRM integration you can connect your Capsule CRM account to your Signable account to make sending documents out for signature, even easier.
No need to worry about keeping everything manually in sync, once you connect your Capsule CRM account, your contacts are automatically synced- meaning you never have to remember the email address of the person you are sending the document to. Just select them within Signable and away you go!
Within Capsule CRM you can see what documents have been sent out to your contacts and which ones have been signed. Plus download the document directly from within Capsule CRM without logging into Signable. You can also choose to have notes added to your Capsule CRM contacts so that everyone is kept in the loop of when a document is sent to them and when they have signed the document. You can also download the document directly from Capsule.
How do I get started?
Simple! Just log into your account and head to the apps section. You can check out our help article here for step-by-step instructions.