Capsule is a leading CRM platform that helps businesses manage customer relationships and streamline sales processes.
Supercharge your customer interactions with intelligent AI Agents that can automatically handle inquiries, qualify leads, and drive sales growth.
Capsule excels at managing customer relationships and sales pipelines. Relevance AI enhances this with AI Agents that can automate interactions, qualify leads, and deliver personalized customer experiences at scale.
Intelligent Interaction Orchestration
The agent automates and personalizes customer interactions, enhancing engagement.
Data-Driven Insights Generation
Utilizes Capsule's data to deliver actionable insights for informed decision-making.
Proactive Lead Engagement
Identifies and nurtures high-potential leads, optimizing sales efforts.
Relevance AI gives you access to Capsule's CRM capabilities within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Capsule account
- A Relevance AI account with access to your projects and datasets
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Capsule CRM data. Relevance AI handles API operations (like GET, POST, PUT, DELETE) in the background—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in validation and error handling ensure your workflows run smoothly when working with contacts, opportunities, and tasks.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Capsule + Relevance AI integration without writing code:
- Organize your CRM data: Maintain clean contact records and consistent custom fields in Capsule.
- Use proper authentication: Ensure OAuth credentials are correctly configured with appropriate permissions.
- Follow API best practices: Respect rate limits and use appropriate HTTP methods for different operations.
- Validate responses: Check API response status codes and handle errors appropriately.
- Implement pagination: When fetching large datasets, use pagination to manage data retrieval efficiently.
