Integrations / Capsule CRM

Capsule CRM

Capsule CRM platform for managing contacts and organizations (parties), sales opportunities, tasks, and pipelines.

OAuth 2.0

Indexes

Actions

What Telara does

Capability matrix

Indexes Yes Tracks spend No Discovers shadow AI No Runs actions Yes Real-time events No

Before you connect

Prerequisites

A Capsule CRM account you can administer.

The user whose records Telara should see — tokens are scoped to that person.

Vendor setup

Get the credential

Open API Authentication Tokens

In Capsule, click your avatar → My Preferences → API Authentication Tokens.

Create a token

Click Generate new token. Name it for Telara. Copy it immediately.

Paste in Telara

Settings → Integrations → Capsule CRM. Paste the token into the field Telara shows.

Permissions Telara requests

read
OAuth 2.0
write
OAuth 2.0

In Telara

Connect in Telara

OAuth 2.0

OAuth 2.0 authorization-code connection for a Capsule user. Capsule calls the authorization endpoint "authorise"; read and write are separate requested scopes, and a user may revoke the app from Authorized Applications.

In Telara, open Settings → Integrations, choose this connector, and click Connect. Telara sends you to the vendor to approve access, then returns you here. You do not create an OAuth app or paste a client secret.

API key

Capsule CRM personal access token, generated in the Capsule web app under My Preferences -> API Authentication Tokens. Sent as a Bearer token on every request. Scoped to whichever user account generated it.

In Telara, open Settings → Integrations, choose this connector, and paste the key into the fields Telara shows.

Fields Telara asks for

Personal Access Token

Knowledge

What gets indexed

Resource	Coverage
Party	Partial — not every record the vendor holds is synced
Opportunity	Partial — not every record the vendor holds is synced
Task	Partial — not every record the vendor holds is synced

Sync

Freshness & sync

Resource	Lag	Deletions
Party	Up to 1 day	Removed records disappear on the next full sync
Opportunity	Up to 1 day	Removed records disappear on the next full sync
Task	Up to 1 day	Removed records disappear on the next full sync

Data handling

Permissions & data handling

The scopes above are the permissions this connector requests. They come from the catalog, not from a hand-written page.

Excluded from semantic search: Party, Opportunity, Task.

After connect

Verify it worked

After you save, Telara runs a read-only check against the account. The integration shows as connected when that check succeeds.

Honesty

Known limitations

The token only sees what that Capsule user can see. A restricted role hides parties.

Capsule accounts on older plans may need the API enabled by Capsule support.