# Integrating SailPoint with Capsule CRM

Capsule CRM is a cloud-based CRM that helps businesses manage contacts, opportunities, and teams efficiently.

This document provides instructions to configure a new direct connection between SailPoint and Capsule CRM. For a reference to the terminology specific to SailPoint products, refer to [Source and Connector Definitions](<https://documentation.sailpoint.com/saas/help/sources/index.html#source-and-connector-definitions>).

> [!NOTE]
>
> To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes](<https://community.sailpoint.com/release-notes/saas>) page.

## Supported Features

The Capsule CRM connector supports the following:

### Account Management

- Aggregate Accounts

### Entitlement Management

- Aggregate Groups (Teams)

> [!IMPORTANT]
>
> Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:
>
> - **Organization Admins**: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
> - **Regular Users**: Limited to 1 manual account or entitlement aggregation per day per source.
>
> These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

## Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

- Capsule CRM API access. Generate your API Token from Capsule CRM account settings. To generate an API Token, complete the following:

  1. In your Capsule CRM system, go to **Profile \> My Preferences**.
  2. Go to **API Authentication Tokens**.
  3. Select **Generate New API Token**.
  4. Copy the API Token. Capsule CRM only shows the token once. Store this securely, if you lose it you'll need to generate a new one.