# Ray and Capsule CRM

> Parties, opportunities, and the activity logged against them, kept current from chat.

Source: https://heyray.io/integrations/capsule-crm

Ray is an AI teammate that works in your team chat, on Slack today. Connect Capsule CRM and it can do the Capsule CRM part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written. 25 reads run without asking. 12 actions wait for a human approval.

## What Ray reads in Capsule CRM

Reading changes nothing, so Ray never stops to ask whether it may look something up.

- Parties, opportunities, projects, and tasks
- Pipelines, stages, milestones, boards, and lost reasons
- Notes and entries logged against a record

## What waits for your approval

Every one of these posts an approval card in the thread showing exactly what is about to happen. Nothing runs until someone clicks approve, and no setting turns that off.

- Add a contact, an opportunity, or a project
- Update any of them, or a task
- Add a note, or put someone on an opportunity or project

## Things Ray is never handed

These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.

- Delete a party, opportunity, project, or task
- Change pipelines, stages, boards, or custom fields
- Run a raw filter query

## Ask it like this

- "@Ray what is open on the Acme opportunity?"

## Connecting Capsule CRM

Every person on the team connects their own Capsule CRM account on Capsule CRM's own login screen, so Ray can only reach what that person can already reach, and the history in Capsule CRM shows who actually asked. Passwords never pass through Ray. Disconnecting Capsule CRM or uninstalling Ray revokes the connection.

## More

- This page for people: https://heyray.io/integrations/capsule-crm
- Every integration: https://heyray.io/integrations.md
- Install Ray: https://heyray.io/install.md
- Pricing: https://heyray.io/pricing.md