AutomationsTrack every meeting insight inside Capsule CRM
CRM

Track every meeting insight inside Capsule CRM

Capture meeting content and sync it straight into Capsule CRM. Sembly builds an accurate, complete, and instantly usable CRM automatically.

Sembly AI
Integration features

Keep Capsule CRM up-to-date automatically while Sembly handles the sync.

Accurate Transcriptions Log accurate transcriptions in 45+ languages, including English, French, Spanish, German, Arabic, Japanese, Italian, and more to bring conversations into full view. Reference every word, quote decisions, or revisit key moments with customers at ease with Sembly.
Sharp Meeting Notes Generate precise notes from conversations and send them as meetings into Capsule under the corresponding contacts. Never lose track of what was discussed, and keep your records organized.
Actionable Tasks Capture and assign tasks in real time. Extract action items and deliver them into Capsule as structured tasks along with deadlines, owners, and context. Stay on top of follow-ups.
Advanced Filters Customize your integration using filters by team, organizer, meeting type, or keywords. Make sure only relevant meeting content reaches your CRM. You decide what syncs into Capsule.
Setup steps

Configure automations easily. Forget about challenging setups.

01
Open Go to the My Automations page in the side menu of your account.
02
Browse Select Capsule from the list of Sembly automations.
03
Connect Connect your Capsule account with Sembly by logging in.
04
Configure Choose the data type, filter, and destination to finish the setup.
05
Enjoy Sembly will automatically send meeting data to your Capsule.

Connect Capsule CRM and let your meetings do the paperwork

FAQ

Why should my company choose Sembly Notes?

Sembly AI notes generator was made for professionals who seek meeting-type aware software with advanced AI features. It automatically joins calls, records and transcribes discussions, and delivers clear and actionable insights. Whether you’re an individual contributor, part of a cross‑functional team, or you run a large organization, a good AI meeting assistant minimizes routine work, improves productivity, and safeguards your data with enterprise‐grade security. Sembly accurately identifies different speakers, supports conversations in 48 languages, provides a full spectrum of meeting-related services, and automates deliverables. Individual professionals can let note-taking AI attend meetings automatically even when they are absent, and capture relevant information. This way, they can focus on what’s important, instead of wasting time on manual note-taking. Professional teams can automate post-meeting workflows, easily share notes or AI-powered transcriptions with colleagues and managers, and take a better look at meeting activities with the AI chat. Enterprises can build a secure knowledge base, optimize collaboration across departments, scale AI, and improve meeting productivity. Sembly AI note-taking app ensures compliance with GDPR, EU-USDPF, FERPA, and PCI DSS, has undergone HIPAA as part of SOC 2 Type II and HIPAA audit, and has completed the Microsoft 365 Certification.

How do I set up an integration between Sembly and Capsule?

Sembly has a native integration with Capsule, so you do not need to install anything or use third-party apps. All the settings can be configured within your Sembly account. Here are the steps you need to follow: 1) Log in to your Sembly account. 2) Navigate to the My Automations tab. 3) Choose Capsule from the integration library. 4) Connect your Capsule account to Sembly. 5) Configure filters for meeting data and select your destination. 6) Save the changes. Once connected, Sembly will start syncing meeting information from your calls directly into Capsule automatically.

Is information I sync from Sembly to Capsule secure?

Yes. Sembly AI notetaker takes security and user privacy seriously. It is SOC 2 and EU-US DPF certified, fully GDPR‑compliant, and also adheres to HIPAA, PCI DSS, FERPA, and Microsoft 365 requirements. We ensure AI note-taking is both safe and easy. More information can be found in the Sembly Trust Center.

How do I edit my Capsule integration with Sembly?

You can edit your Capsule automation within your Sembly account. Here are the steps you need to follow: 1) Choose the My Automations page from the side menu. 2) Find your Capsule integration in the list under the Native tab. 3) Click on the three dots to expand more options. 4) Click the Edit variant. 5) Edit your integration and apply the changes.

How do I check whether the integration between Sembly and Capsule is active?

You can check the list of active integrations in your Sembly account. Here is what you need to do: 1) Go to the My Automations page. 2) Open the Native tab of your automations. 3) Check whether the toggle on your Capsule automation is turned on. If you have any issues with your integrations, feel free to reach out to our Support.