Capsule CRM Connector is a Looker Studio connector that helps to connect Looker Studio with Capsule CRM and use it as a data source in Looker Studio.
Capsule CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.
Capsule is a Customer Relationship Management (CRM) SaaS web application and mobile app developed by Zestia, a privately-held software company headquartered in Manchester, United Kingdom and founded in 2009.
Step 1: Choose "Capsule" connector by Jivrus Technologies from Google Looker Studio Partner Gallery
Step 2: Click on 'AUTHORIZE' button for authorizing your google account.
Step 3: Once you click Authorize button, you can provide access to your Google account
Click on the 'Allow' button to Access your Google Account.
Step 4: Once you are authorized to google account, you need to authorize third-party service. In this case Capsule CRM.
Step 5: Click on the 'AUTHORIZE' button for authorizing your Capsule CRM account.
Step 6: once you click on the authorize button you need to give access to your capsule account by Entering your site address
Step 7: Enter the user name and password and click on login button
Step 8: Click on the allow button
Step 9: Choose the Object you want to use.
Party
Opportunity
Case
Track
Entry
Track
Step 9: Click on 'Connect' button.
Step 10: The available fields from the Contacts Object are listed.
Step 11: Use this as a data source and continue normally with designing your report in Looker Studio.
Step 12: Click on the 'Create Report' button.
Step 13: You can customize the dashboard as you want.
An example of a dashboard created in Looker Studio with Capsule CRM Data Connector.