TidyEnterprise integrates with capsule CRM. This guide explains how to set up the connection.
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Download PDFStep 1.
Go to Capsule CRM under Global settings.
Step 2.
Click Connect to Capsule, enter your Capsule sit address and log into your Capsule account.
Step 3.
Authorise Tidy to connect to Capsule.
Step 4.
You can now see the Capsule account you are connected to. Select the integration options from the list.
Once connected to Capsule CRM, you will be able to associate a TidyEnterprise project with a Capsule CRM customer and opportunity. This is done through an additional option Add new customer from Capsule CRMavailable in the customer drop-down list. In the Quick Project and Create Project (More Settings) screens you can also associate the Project with a Capsule CRM opportunity.
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