How to Use Add to CRM with Capsule CRM

Capsule CRM is a simple, smart CRM that helps small businesses manage contacts, sales pipelines, and tasks without unnecessary complexity.

Add to CRM is a Chrome extension that lets you add contacts and companies to Capsule CRM directly from LinkedIn, Gmail, and Outlook — with one click. It enriches profiles with verified emails, phone numbers, job titles, and company data before saving them to your CRM, so you spend less time on manual data entry and more time selling.

This guide walks you through setting up Add to CRM and using it with Capsule CRM.

Step 1: Install the Chrome Extension

1. Visit the Add to CRM for Capsule CRM listing on the Chrome Web Store.
2. Click Add to Chrome and confirm the installation.
3. Once installed, you'll see the Add to CRM icon in your Chrome toolbar. Click the puzzle piece icon in your toolbar to pin it for easy access.

Step 2: Create Your Account

1. After installing, click the extension icon or go to addtocrm.com/signup?software=capsule-crm.
2. Sign up with Google (recommended for fastest setup) or create an account with your email and password.
3. Capsule CRM will be pre-selected as your CRM during signup.

Step 3: Connect Your Capsule CRM Account

Capsule CRM supports two connection methods — choose whichever you prefer:

Option A: OAuth (Recommended)

1. Click Connect to Capsule CRM in the connection settings.
2. Sign in to Capsule CRM and approve the connection.
3. You'll be redirected back, and your account will be connected securely.

Option B: API Key

1. Find your Capsule CRM API key — see How to Find Your Capsule CRM API Key for help.
2. Paste the API key into the connection form.
3. Click Connect to verify and save.

Step 4: Using Add to CRM on LinkedIn

Once connected, you can start adding contacts from LinkedIn:

1. Navigate to any LinkedIn profile.
2. You'll see a floating Add to CRM button on the right side of the page.
3. Click the button to open the side panel, which displays the person's enriched profile — including verified email addresses, phone numbers, job title, company info, and more.
4. Click Add to Capsule CRM to save the contact and company to your CRM.
5. A green checkmark confirms the contact was added successfully.

You can also click View in Capsule CRM to jump directly to the newly created record in your CRM.

If the contact already exists in your CRM, Add to CRM will detect the duplicate and let you update the existing record instead.

Step 5: Using Add to CRM in Gmail and Outlook

Add to CRM also works inside Gmail and Outlook:

1. Open any email in Gmail or Outlook.
2. You'll see an Add to CRM button next to the sender's name and email recipients.
3. Click the button to open the side panel with the contact's enriched data.
4. Click Add to Capsule CRM to save the contact — the same flow as LinkedIn.

This works for both incoming and outgoing emails, so you can capture contacts from any conversation.

Key Features

Data Enrichment

Every time you view a contact, Add to CRM automatically enriches their profile with data from multiple providers. You get verified email addresses, phone numbers, job titles, company details, social profiles, and more — all without leaving LinkedIn, Gmail, or Outlook.

One-Click CRM Entry

Add contacts and companies to Capsule CRM with a single click. Add to CRM handles the formatting and field mapping so the data arrives in your CRM exactly how you need it.

Duplicate Detection

Before adding a contact, Add to CRM checks if they already exist in Capsule CRM. If a match is found, you can update the existing record instead of creating a duplicate.

Custom Field Mapping

Map enrichment data to any field in Capsule CRM — including custom fields. Go to the Field Mapping page in your Add to CRM dashboard to configure which data points map to which CRM fields.

CRM Activities

Log notes, calls, and meetings directly to Capsule CRM from the extension's Activity tab. Keep a record of every interaction without switching between apps.

Text Expander with Dynamic Variables

Create reusable text snippets with dynamic variables like {first_name}, {company}, and {job_title}. Type a shortcut to instantly expand personalized messages in any text field on any website.

AI Message Generation

Generate personalized outreach messages with AI. Based on the contact's profile data, Add to CRM can draft connection requests, follow-up emails, and other messages tailored to each person.

Watch the Setup Video

See Add to CRM with Capsule CRM in action:

Watch on YouTube

Get Started

Ready to streamline your Capsule CRM workflow? Sign up for Add to CRM and start adding contacts from LinkedIn, Gmail, and Outlook in minutes.

For more information, visit the Add to CRM for Capsule CRM page.