How to integrate SAS with Capsule CRM
SAS offers a number of app integrations that are designed to make your life easier. Capsule CRM is an online customer resource management system that helps you stay organized by tracking a client's history, emailing documents, managing tasks, and more. If your business uses this software, integrating your account with the Capsule CRM app in the portal will automatically push data from your calls into your CRM system. This eliminates the need for you to do double the work, converting messages into CRM entries.
In this article we'll discuss:
Connect Capsule CRM with Your SAS Account
Setting Contact Data Parameters
If Populate CapsuleCRM with email provided by the caller. is chosen, cases will be created under the email address the caller provides. Note that if the caller does not provide an email address, data will be sent from email@example.com by default.
If Populate static email address. is chosen, tasks will be created under the email address firstname.lastname@example.org.
If Don't update existing People. Create new ones. is chosen, SAS will look for an email match in your Capsule CRM installation. If there is no match, it will create a new task and a new contact. If there is an email match, it will just create a new task.
If Update People by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your Capsule CRM installation. If there is a match, it will overwrite any existing customer data with data we've received from the call.
If Update People by appending details from SAS without overwriting existing data. is chosen, SAS will look for an email match in your Capsule CRM installation. If there is a match, it won't overwrite data but will add any new details received.
Create Your Capsule CRM Tickets
Once the configurations are set, you'll need to create the content of the case we'll be starting in Capsule CRM.
Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.
Click the variables from the left side, and they will populate in the box on the right.
Capsule CRM Custom Mappings (Optional)
Once the data section is complete, you can map your call data directly to specific Capsule CRM fields by adding Custom mappings.
SAS will allow you to use specific SAS script variables to populate Capsule CRM 's case and people fields. If you select SAS, the second column will allow you to select a script variable.
Text gives you the option to type your own static data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.
The Object drop down gives you two options - Case and People.
The Type drop down gives you two options - Standard and Custom. Selecting Standard will bring up the default fields, and selecting Custom will bring up any custom Capsule CRM fields you created.
The last drop down will display the Standard or Custom fields within your Capsule CRM setup.
Integrate Capsule CRM into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.