# Capsule CRM + Uebfaqe: your contacts, ready for your site

> Connect Capsule CRM to your website and the AI uses your contacts, opportunities and tasks while it builds. It adds contacts or tasks only after you confirm.

- Canonical URL: https://uebfaqe.ai/integrations/capsule-crm
- Section: Integrations
- Language: en
- Publisher: Uebfaqe (https://uebfaqe.ai)

## Summary

Capsule holds the people and companies you work with. Connect it and the AI uses them for client and partner pages, and helps you keep your CRM tidy from the chat.

## Key facts

- Partner and client lists: Tell the AI which organizations to show and it builds a partners or clients section from their Capsule records.
- Your pipeline in the chat: Ask about open opportunities or this week's tasks and the AI answers from Capsule. This data never goes on the website unless you ask.
- Contacts and tasks after you confirm: Ask the AI to add a contact or a follow-up task in Capsule. It shows a card with the details and waits for you to click Confirm.

Capsule CRM with Uebfaqe: from your pipeline to your website

## What you can ask the AI

Examples to type in the chat once the app is connected to your website.

- Build a Partners section from the organizations tagged Partner in Capsule CRM.
- Which opportunities in Capsule are due to close this month?
- Add a task in Capsule to call Arben Hoxha on Friday about the website quote.

## How to connect it

1. **Open Integrations**: In Studio, open Integrations in the website where you want to use Capsule CRM and find it in the Browse tab.
2. **Click Connect**: Click Connect, sign in to your Capsule CRM account in the window that opens and approve access. The connection applies to this website only.
3. **Ask the AI**: In the chat, say what you need from Capsule CRM. The AI reads what it needs and asks for your confirmation before any action in the app.

## You stay in control

The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.

## Frequently asked questions

### Do visitor messages from my website go into Capsule by themselves?

No. The published site does not send data to Capsule on its own. You can ask the AI in the chat to add a contact, and it does so after you confirm.

### Does my website update when my Capsule data changes?

No. The AI copies data when you ask, and the published site stays separate from Capsule. After a change, ask the AI to update the page and publish again.

### Can I connect a different Capsule account to each website?

Yes. Every connection belongs to one website, so each website can use its own Capsule account.

## More integrations

- [Microsoft Dynamics 365](https://uebfaqe.ai/integrations/microsoft-dynamics-365): Microsoft CRM and ERP apps for sales, service and operations. Connect it so the AI can work with your records.
- [Gong](https://uebfaqe.ai/integrations/gong): Video meetings and call recording for your sales team. Connect it so the AI can work with your recorded calls.
- [Gorgias](https://uebfaqe.ai/integrations/gorgias): A helpdesk and live chat made for online stores. Connect it so the AI can work with your support tickets.

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Source: https://uebfaqe.ai/integrations/capsule-crm