--- title: Capsule CRM + Kite description: Kite adds qualified people and organisations to Capsule CRM with its research in a note, gives each one an owner and a dated next step, opens opportunities in your pipeline, and reads the history and lost reasons in Capsule to sharpen your outreach and messaging. slug: /integrations/capsule-crm page_type: integration primary_question: What can Kite do with Capsule CRM? entity: Kite category: AI marketing agent author: Devon Wells and Kite date_published: '2026-11-13' date_modified: '2026-11-13' integration: name: Capsule CRM categories: - CRM connection_types: - OAuth customer_account_requirement: required capabilities_verified: '2026-08-26' vendor_url: https://capsulecrm.com related_use_cases: - /use-cases/build-b2b-lead-lists.md - /use-cases/outbound-email-campaigns.md - /use-cases/inbound-lead-response.md - /use-cases/case-studies.md related_playbooks: - /how-to/add-a-qualified-prospect-list-to-capsule-crm.md --- # Capsule CRM + Kite ## Key Takeaways - Kite adds the prospects it qualifies to Capsule CRM as people linked to their organisations, with a note on each person explaining why they fit. - Kite gives every new prospect an owner and a dated task, and it can open an opportunity at the first milestone of your pipeline and apply one of your tracks to it. - Kite reads the notes, emails, opportunities, and lost reasons already in Capsule, and it uses them to write better outreach and to fix the messaging that loses deals. - Kite pulls segments of your Capsule contacts by tag, custom field, or owner and uses them as the audience for an email campaign. - You connect your own Capsule account through OAuth. Capsule isn't built into Kite, so you'll need a Capsule account. Capabilities verified August 26, 2026. ## How can an AI marketing agent use Capsule CRM for marketing? An AI marketing agent can use Capsule CRM as the place where its research becomes records your sales team works from. Capsule is a CRM for small and growing businesses. It keeps people and the organisations they work for, sales opportunities moving through pipelines, projects for ongoing work with a customer, and the tasks and history attached to each one. That gives an agent two jobs. It can write into Capsule: new prospects, the reasons they fit, and the next step for whoever follows up. It can also read from Capsule, because the notes your team writes and the reasons deals were lost tell an agent what buyers care about. Kite is one example of an agent that does both through your connected Capsule account. ## Marketing jobs Kite can do with Capsule CRM The jobs below follow a prospect from the day Kite finds them, through the pipeline, and into what your team learns from each deal. Kite adds the record, lines up the follow-up, reads the history, and turns your contacts into campaign audiences. ### Add qualified prospects as people and organisations Kite turns a prospect list into clean Capsule records, with each person linked to their organisation. Say you ask for 50 operations leaders at logistics companies in the Midlands with 20 to 200 employees. Kite finds the companies through its built-in research sources, finds the right person at each one, confirms they still hold the role, and scores every prospect from one to five against your ideal customer profile. Before it writes anything, Kite searches Capsule for each person and organisation, so a contact your colleague added last month gets updated instead of duplicated. Then it creates the organisation, adds the person to it, and fills in what a salesperson needs: - name, job title, and organisation - work email address when the research source has one - LinkedIn profile and company website - an owner, and a team if you use teams - a tag for the batch, such as the campaign name - the fit score and its reason in custom fields, which Kite can create if your account doesn't have them yet Kite also adds a note to each person's history. The note says why the person fits, names the recent event worth mentioning, such as a new warehouse or a funding round, and cites the source for each fact. It can attach a file to the note too, such as a one-page account brief. ### Give every prospect a next step Kite creates a task for each new prospect so the follow-up shows up on the owner's task list in Capsule. The task is linked to the person, has a due date, and says what to do, such as "Intro email: mention the second warehouse opening." When your team sorts tasks into categories like Call or Email, Kite picks the right one. Tracks take this further. A track in Capsule is a saved sequence of tasks, such as an intro email on day one, a call on day four, and a follow-up on day ten. Kite applies your existing track to an opportunity or project, and Capsule creates every task with its due date. If you don't have a track for new prospects, Kite can build one from the outreach plan it proposed. Later, it can mark tasks complete or move a due date when a prospect asks to talk next month. ### Put prospects into your pipeline Kite opens an opportunity in Capsule when a prospect is worth tracking as a potential sale. It reads your pipelines and milestones first, then creates the opportunity at the right milestone, links it to the organisation, and assigns the owner. If the buying decision involves more than one person, Kite adds the finance director or the second decision-maker to the opportunity as well. As things change, Kite updates the opportunity's name, value, milestone, probability, or custom fields. Suppose your founder tells Kite, "Acme wants a proposal for three sites." Kite moves Acme's opportunity to your Proposal milestone, adds a note about the call, and creates a task to send the proposal by Friday. ### Learn from your team's notes and lost deals Kite reads the history on your Capsule records to understand what buyers are saying. That history includes the notes your team writes and the emails logged against a person, an opportunity, or a project. Kite can read the history of a single record or everything your team logged in a date range. That history makes Kite's own work better. Before Kite writes to someone who's already in Capsule, it reads their latest notes. If a rep wrote that the prospect is locked into a contract until April, Kite's message picks up from there instead of starting cold. Lost deals carry the clearest lessons. Kite reads your lost opportunities and the lost reasons your team chose, such as "Price" or "Went with a competitor." When one reason keeps coming up, Kite can do something about it. It can answer the objection on your pricing page, write a comparison page against the competitor you keep losing to, or add the point to your next email campaign. It saves the pattern to your team's knowledge base so later work starts from it. ### Turn your Capsule contacts into campaign audiences Kite builds email audiences from the people already in Capsule. It runs a filter across your people, organisations, opportunities, or projects, for example everyone tagged "October webinar" whose organisation is in logistics, or every contact at an organisation with an open opportunity. It can also list every employee linked to one organisation when you want to reach several people at a target account. Kite then writes each email from what it knows about the person and their company. It sends the campaign from your team's Kite address or a connected email product once you approve it. Afterward, Kite adds a note to each person's history saying what was sent, so your reps see the campaign when they open the record. ### Track customer projects such as case studies Kite uses Capsule projects to run work with existing customers. A project in Capsule tracks an engagement with a person or organisation, and it sits on a board with stages your team defines. Say a customer tells your account manager they'd be happy to be featured. Kite creates a case study project linked to that customer and their organisation, adds the people involved, and applies a track for the interview and approval steps. It keeps notes on the project as the work moves, and it closes the project once the case study is published. ## What Kite reads and changes in Capsule CRM Kite reads your records, history, and account setup, and it writes people, organisations, opportunities, projects, tasks, and notes. The lists below separate the two. ### Information Kite can read - **People and organisations.** Kite searches them by name, email, contact details, or tag and runs filters across them, which is how it avoids duplicates and builds campaign audiences. It also lists the employees linked to an organisation. - **Opportunities.** Kite reads value, milestone, the people involved, and the lost reason on closed deals, so it knows where each prospect stands and why deals are lost. - **Projects.** Kite reads projects and the people and opportunities linked to them. - **History.** Kite reads the notes, emails, and completed tasks on a record, or all of them in date order, for context before outreach and for patterns across deals. - **Tasks and tracks.** Kite reads open tasks and the tracks applied to an opportunity or project, so its new tasks fit the plan already in place. - **Account setup.** Kite reads your pipelines and milestones, project boards and stages, custom fields, tags, task categories, lost reasons, track templates, users, and teams, so its records match how your team already works. ### Information Kite can create or change - **People and organisations.** Kite creates them, updates their details and custom fields, and removes a record when you ask, such as a duplicate. - **Opportunities.** Kite creates opportunities, updates their value, milestone, probability, and custom fields, and adds or removes the people involved. - **Projects.** Kite creates projects linked to a customer, updates their details and status, and adds or removes people. - **Notes and attachments.** Kite adds notes to a record's history and attaches files to them. - **Tasks and tracks.** Kite creates, updates, and completes tasks, applies a track to an opportunity or project, and creates new track templates. - **Fields and options.** Kite creates the custom fields, task categories, milestones, and lost reasons its work needs, and renames tags. ## How Kite connects to Capsule CRM Kite is your AI marketer. It researches your business, builds a growth strategy, and ships the work that brings you new customers. Connect your Capsule CRM account through OAuth. Kite then works with the records and permissions available to that connected account. Capsule isn't one of Kite's built-in tools, so you'll need your own Capsule account for this work. When a job first needs Capsule, Kite sends you a link to connect it, in the Kite web app or in Slack. The research behind each prospect comes from Kite's built-in sources, such as Apollo, so you don't need a separate data provider. You can start with the result you want: "Find 40 companies like our best customers, add them to Capsule for Priya, and give her a call task for each one this week." Kite already knows your positioning, customers, and competitors from its research on your business. It reads your Capsule setup, proposes the list, the owner, the tag, and whether to open opportunities, and starts writing records once you confirm. ## How-to guides using Capsule CRM - [How to add a qualified prospect list to Capsule CRM](/how-to/add-a-qualified-prospect-list-to-capsule-crm.md) Kite rechecks each prospect, scores their fit, matches them against the people and organisations already in Capsule, and adds the records with a note on why each one fits, a dated task for the owner, and an opportunity when you want one. ## Where Capsule CRM fits in Kite's marketing work ### [Build qualified B2B lead lists](/use-cases/build-b2b-lead-lists.md) Capsule is where a finished lead list goes to work. Kite finds and qualifies the companies and people, then writes them into Capsule as linked people and organisations with the research in a note and a task for the owner. ### [Run personalized outbound email campaigns](/use-cases/outbound-email-campaigns.md) Capsule supplies the audience and keeps the record. Kite pulls the right segment from your contacts, writes and sends the campaign, and adds a note to each person's history so sales can see what went out. ### [Respond to and qualify inbound leads](/use-cases/inbound-lead-response.md) When someone fills out a form on a site Kite hosts or emails your team's Kite address, Kite researches them and compares them with your ideal customer profile. A good fit goes into Capsule as a person with Kite's findings in a note and a same-day task for whoever handles inbound. ### [Turn customer wins into case studies](/use-cases/case-studies.md) Capsule tells Kite which customers are worth featuring and tracks the work once a customer agrees. Kite reads your won opportunities and customer notes to suggest candidates, then runs each case study as a project with its own tasks. ## Limits and product-specific details - **Kite logs its work as notes.** Kite reads the emails and completed tasks already in a record's history, and it records its own activity, such as a sent campaign or a logged call, as a note. - **Kite sends email outside Capsule.** Kite sends campaigns and outreach from your team's Kite address or a connected email product, then notes them in Capsule. ## Common questions ### Will AI replace Capsule CRM? No. Capsule stays the record your team works from, and Kite works inside it. Kite does the parts that usually go undone: researching new prospects, writing the reason each one fits, setting the next step, and reading months of notes for patterns. Your salespeople still open Capsule to see who to call and what to say. ### Can Kite keep my Capsule records up to date? Yes. Ask Kite to recheck everyone with a given tag every month, and it confirms each person still holds their role, updates the job title or organisation when something changed, and adds a note saying what changed and where it found it. It reports what it updated each time. ### How is Kite different from Capsule's own automation? Capsule's tracks and task reminders run steps your team sets up in advance on records you already have. Kite works from outside the CRM. It researches your market, decides which companies are worth pursuing, and brings them into Capsule with the reason and the next step attached. It also takes what your team learns in Capsule back out and turns it into website copy, comparison pages, and campaigns.