CRM

Capsule CRM

Pull Capsule opportunity milestones into OrcLink outcomes, matched back to the ad click.

Built, not yet tested liveBuilt. Not yet tested against a live Capsule CRM account.

Live: shipped in OrcLink's production release before this one. Built, not yet tested live: built and tested with sample data, not yet run against a live account of the vendor. Coming soon: listed, not available to connect yet.

How to connect

Dashboard > Integrations > Capsule CRM > Connect, and sign in with Capsule CRM. Then set the click-id field and map the stages on the settings page.

What OrcLink reads

Opportunities, every 10 minutes while the scheduled jobs crm-sync and jobs run (your OrcLink operator schedules them). The person on an opportunity gives the hashed email and phone.

What OrcLink writes back

A text custom field for the click id on people and opportunities, created on connect.
Write-back of source and campaign to Capsule: not available yet.

Never stored

Raw email addresses and phone numbers: hashed (SHA-256) the moment they arrive.
The raw payload: only its SHA-256, for provenance.
Your credentials and webhook secrets in clear: they are stored encrypted (AES-256-GCM).

Known limits

Matching needs the OrcLink click id (olid) in a CRM field, filled from the hidden form field named olid; without it OrcLink matches by the hashed email or phone of a lead an earlier visit tied to a click.
Only opportunities become outcomes.
A very large first import can stop at the page budget; the settings page says so (upload the history as a CSV instead).