> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Capsule CRM

export const title_0 = "Capsule CRM";

## Prerequisites

Before you can add the connection, you must register an OAuth application with Capsule CRM:

<Steps>
  <Step>
    Go to the [Capsule CRM developer portal](https://developer.capsulecrm.com/signIn) and sign in with your GitHub username and password.
  </Step>

  <Step>
    Click **Create New Application**.
  </Step>

  <Step>
    Enter a name for the application and set the **Redirect URI** to *[https://oauth.cdata.com/oauth/](https://oauth.cdata.com/oauth/)*.
  </Step>

  <Step>
    Save the application, then copy the **Client ID** and **Client Secret**. In Connect AI, these are entered as the **OAuth Client Id** and **OAuth Client Secret**.
  </Step>
</Steps>

## Setup Guide

Follow these steps to connect Capsule CRM to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Capsule CRM* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Enter the **OAuth Client Id** and **OAuth Client Secret** obtained from Capsule CRM.
  </Step>

  <Step>
    Click **Sign in** to connect securely through OAuth. This action opens the Capsule CRM sign-in page in a new tab.
  </Step>

  <Step>
    Log in to your Capsule CRM account and provide the requested permissions (if applicable).
  </Step>

  <Step>
    At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

    * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
    * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
    * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
  </Step>
</Steps>

<Note>
  Ready to try this connector? [Create a free Connect AI account](https://cloud-login.cdata.com/u/signup) and set up your first connection in minutes.
</Note>