Connect Capsule CRM to WhatsApp, Instagram, TikTok and AI Chat
Leads and customers message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, but your contacts, sales pipeline and projects live in Capsule CRM. AeroChat answers those conversations and works with Capsule in both directions: it looks up the contact, their opportunities and projects when a customer asks, and it creates contacts, notes, opportunities and tasks from what the customer says. It connects through Capsule’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Capsule CRM and AeroChat
- Add chat enquiries to Capsule. AeroChat creates or updates the contact, adds a note of the conversation and opens an opportunity when there is a real deal.
- Answer project and order questions. AeroChat finds the customer’s project in Capsule and tells them its stage and who is handling it.
- Recognise returning contacts. AeroChat looks up the person by email or phone and sees their organisation and owner.
- Create follow-up tasks. When a customer asks for a call back, AeroChat creates a task in Capsule for the owner.
- Tag contacts. AeroChat adds tags you choose, such as the service they asked about.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Capsule CRM connection and the same workflows run on every channel AeroChat supports, and Capsule CRM stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, leave their details or check how their order or project is going. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Capsule’s public API. It reads people, organisations, opportunities and projects, and it creates and updates people, notes, opportunities, projects and tasks. Each workflow uses only what its recipe asks for.
To connect, you create a personal access token in Capsule under My Preferences, then API Authentication Tokens, as described in Capsule’s developer documentation. Paste the token into the AeroChat dashboard when AeroChat asks. AeroChat then works with the same access as your user.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Capsule CRM calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone gives their name and email in chat, search Capsule for a person with that email. If there is one, use it. If not, create a person with their name, email, phone and organisation if they gave one. Add a note to the person with a short summary of what they asked about. If they asked for a quote, create an opportunity in the first milestone of our Sales pipeline (example).
Copy this into AeroChat
When a customer asks how their order or project is going, find their person in Capsule by email or phone. Find their open projects and tell them the current stage and who owns the project. If they need something, create a task for the owner due the next working day (example).
Who uses it
Any small business that keeps its contacts, sales and client work in Capsule can use it. That includes consultancies, agencies, trades and small suppliers who want a simple record of every customer and what is in progress for them.
What stays in Capsule CRM
Capsule stays your record. Contacts, opportunities, projects, tasks and reports live there, and your team still does the work and closes the sales.
AeroChat handles the conversation. It looks up, creates and updates the records your recipe asks for and leaves the rest to Capsule CRM and your team.
Questions
Does AeroChat work with Capsule CRM?
Yes. AeroChat connects through Capsule CRM’s public API with a personal access token you create in Capsule.
Can WhatsApp enquiries go straight into Capsule?
Yes. When someone gives their details in chat, AeroChat creates or updates the person in Capsule and adds a note of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, create a personal access token in Capsule and paste it in, and switch it on. AeroChat builds the Capsule CRM connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan, Free included. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Capsule CRM and try it
Paste the first recipe, add your Capsule token, and leave your own name and email in the chat.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.