Capsule CRM Integration: Benefits & Limitations | Dedupely

Capsule CRM Integration: Benefits & Limitations

What It Deduplicates:

  • People
  • Companies
  • Opportunities

What It Moves Over During Merge:

  • Tags
  • Notes
  • Tasks
  • Fields
  • Custom Fields
  • Associations to other People, Companies, and Opportunities
  • Cases

Where It's Limited:

Does not carry over completed tasks from the non-master entities.