Capsule CRM LinkedIn integration for people and their organisations.
Capsule keeps people and organisations side by side, and PortifyLead saves both. From a LinkedIn profile, save the person. From a LinkedIn company page, save the organisation. You review every value first, and Capsule is checked for the record before anything is written, so a person you already have gets this capture’s details added instead of a second entry. It runs in the Chrome extension, on regular LinkedIn pages and on Sales Navigator lead and account pages.
How a LinkedIn profile becomes a Capsule person.
Connect Capsule from the PortifyLead portal by signing in to Capsule and approving access. PortifyLead then reads the fields your account can take: Capsule’s own person and organisation fields, plus the custom fields you defined for each. Fields tied to a tag are left out, because PortifyLead never adds tags. Map each LinkedIn value once. The profile link goes to the person’s websites unless you choose another field. Then capture, review, and confirm. A person is saved on their own for now, so save the company page as well and link the two in Capsule.
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 LinkedIn conversation with the prospect, turn it into an editable AI Sales Brief and review every field. To save it to Capsule, first map the brief’s fields to Capsule fields in the PortifyLead portal: to your own custom fields, or to the person’s About, where the brief is added below what is already there. Without a mapping, the person still saves and PortifyLead tells you the brief had nowhere to go. Without a conversation, save the person on its own.
Explore AI Sales Briefs →