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Sales & CRM · One-click connect

An AI teammate for Capsule CRM.

Connect Capsule CRM and your Cicada agent works in it for you: 12 Capsule CRM actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.

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300 free credits. No card. Read-only if you want.

Things to ask about Capsule CRM
  • Which Capsule CRM deals haven't moved in two weeks? Draft a nudge for each.
  • Log today's calls in Capsule CRM and update the next steps.
  • Send me this week's new pipeline from Capsule CRM every Friday at 4.
  • Who in Capsule CRM haven't we contacted in 30 days? Make me a list.
Text it, Slack it, or type it in the app. Swap in your own details.
What Cicada can do in Capsule CRM

12 Capsule CRM actions, picked for what you ask.

About Capsule CRM: Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

Reads

8 in all · always allowed
  • List Parties
    List all parties (contacts) on the account. use when you need to fetch contacts with optional…
  • List Tasks
    List tasks on the capsule account. use when you need to retrieve tasks with filters or embedded…
  • List Users
    List all users on the capsule account. use after authentication to enumerate users for reporting or…
  • List Projects
    List projects (cases) from Capsule CRM. use when you need a paginated or filtered view of projects.
  • List deleted parties
    Retrieve parties deleted since a given date. use when you need to sync deletions.
  • List Entries By Date
    List notes, emails, and completed party tasks in descending order by entry date.
  • List Deleted Opportunities
    List opportunities deleted or restricted since a given date.
  • List Organisation Employees
    List employees linked to a specific organisation (party).

Changes

4 in all · off when Capsule CRM is read-only
  • Create Capsule CRM Party
    Create a party in Capsule CRM. use when you have collected a person's or organisation's details and…
  • Delete Party
    Fully delete a specific party (person or organisation) from Capsule CRM.
  • Run Filter Query
    Run structured filter queries on parties, opportunities or kases.
  • Update Capsule CRM Party
    Update an existing person or organisation (party) in Capsule CRM.

Showing 12 of 12. Your agent can use every one of them; you don't pick them, you ask for the outcome.

How it works

Connected in a minute. In your control after that.

  1. Connect Capsule CRM

    Open Connections, find Capsule CRM and press Connect. You sign in on Capsule CRM's own page; there's nothing to configure.

  2. Choose what it may do

    Full, Ask first or Read-only, for the whole workspace. Share Capsule CRM with the team, or keep it under each person's own login.

  3. Ask from anywhere

    Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a Capsule CRM job on a schedule: every morning, every Friday.

Works with your other tools

Capsule CRM, together with the rest of your stack.

Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.

More sales & crm integrations

Amplemarket integrationSalesfinity integrationSalesloft integrationZoomInfo integrationHubSpot integrationSalesforce integrationGong integrationIntercom integration

Often used alongside

Gmail integrationSlack integrationGoogle Sheets integrationGoogle Calendar integration

See all 888 integrations

Questions

Capsule CRM and Cicada, answered.

Does Cicada integrate with Capsule CRM?

Yes. Capsule CRM is one of the 888 apps with a page here, and it connects with one click. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.

How do I connect Capsule CRM?

Open Connections, find Capsule CRM and press Connect. You sign in on Capsule CRM's own page; there's nothing to configure.

What can Cicada do in Capsule CRM?

12 actions: 8 that read from Capsule CRM and 4 that change things in it, for example list parties, list tasks, list users. It picks the right ones for what you ask and chains them with your other apps.

Can I stop Cicada changing things in Capsule CRM?

Yes. In Connections, set Capsule CRM to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.

Can I ask about Capsule CRM from my phone?

Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run Capsule CRM jobs on a schedule, like every morning at 8.

Is my Capsule CRM data safe?

Your Capsule CRM login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.

One teammate. The output of a team.

Works nights, remembers every decision, answers in the thread. Start free with 300 credits.

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