How can I integrate my Yay phone system with Capsule CRM?

Synchronise your contacts using Capsule CRM with your business telephony system at Yay! 


Use the various features of Capsule CRM to manage your Tasks & Calendar, Sales Pipeline, Teams and Roles, Reports and Contacts while presents the information to you as soon as a contact calls in, making the whole experience more streamlined for your business. can match the Caller ID of the inbound call to one of your contacts, allowing you to grab their previous call logs, manage their voicemails and see all phone interactions at the click of a mouse. 


To get set up with Capsule CRM, just follow the steps below: 



Step 1


In your dashboard, navigate to Your Account > Integrations. From here select "Install integration" and click on Capsule. 



Step 2


Logging in to Hubspot to integrate the CRM

You will then need to insert your Capsule CRM Site address and then log in with your account details. 



Step 3


Allowing permissions for Capsule CRM integration

From here you'll need to allow access to your capsule information. This will let us grab the details of your contacts when you need them! 



Step 4


Complete the Integration with the Hubspot CRM

Once you've allowed permission, you'll then be taken to this screen. You can choose to use an already uploaded phonebook on Yay, or if you select "Create a new phone book...", a new one will be created called "Imported from Capsule". 


To take advantage of the Click to Dial feature that Capsule CRM works with, you'll need the Yay Click to Dial Chrome extension! We have an FAQ to set up the Click to Dial extension for you. 


Capsule CRM integration is a feature of our Enterprise plan and you can take a look at all the other business VoIP features we offer on our Compare Plans Page.


If you need any further help today, please don't hesitate to contact our friendly support team on 0330 122 6000 or by email!

Did you find this helpful?

New to Cloud Telephony?

Join one of our free live webinars!

Join one of our twice weekly webinars for a guided tour of our business phone system and features.

Find Out More!