Spend less time entering LinkedIn contacts into Capsule.
Capture the prospect you are looking at and save them to Capsule as a person — or save the company you are looking at as an organisation. Bring the useful context along with an optional AI Sales Brief when there’s a conversation.
The Capsule workflow.
Capture the person you are viewing, review every value, and confirm the save. Nothing is written before you do, and duplicates are checked as it saves.
What Capsule gets, and how.
- The record
- Creates or updates a person. A company you capture saves as an organisation of its own.
- Duplicate check
- Matched on email, through Capsule's own party filter — and the address is compared again before anything is called a match. An organisation is matched on its name.
- Field mapping
- Your party fields, read from the account: Capsule's own person or organisation fields plus the custom fields defined for that type.
- Follow-up
- Follow-up task, Task owner — each one a separate confirmation after the save succeeds.
Capsule updates a record by adding to it, so saving the same person again attaches this capture's email and phone alongside the ones already there rather than replacing them. Help & troubleshooting.
This part does not change.
No destination write happens until you confirm it. Follow-up actions are separate confirmations again.
PortifyLead checks for an existing contact when you save, so you keep the record updated instead of adding another.
Choose where each value lands once, and every save follows it. Included on Free.
Optional: add an AI Sales Brief.
If you’ve had a one-to-one conversation with the prospect, turn it into an editable AI Sales Brief and save the useful details alongside the contact. You review every field before it reaches Capsule. Without a conversation, save the contact on its own.
Explore AI Sales Briefs →