Capsule Integration
Capsule is a customer relationship management (CRM) tool organizations use to manage contacts effectively, customer leads, and sales pipelines.
How does this integration help Sprinto
The integration primarily helps Sprinto retrieve the user account details like user name, email address, role, etc. It helps Sprinto to map and check if the user with access offboards the organization. The org role information also helps Sprinto ensure only the configured valid roles access the system.
Sprinto checks for Capsule
Following are the available Sprinto checks for Capsule integration:
User should be identified
Capsule access should be removed for offboarded user
Critical system access control should be configured
User access to critical systems should be valid
Note: The user access to the critical system becomes valid if the respective Org role is added to the system.
Before we begin
Log in to Sprinto as administrator.
Ensure you have “Admin” access on the Capsule account you want to integrate.
Sprinto uses Truto.one as the integration partner to build this integration.
Integrating Sprinto with Capsule
Integrate Capsule on Sprinto.
Go to Security Hub > Settings > Available and click Connect next to Capsule.
Read the on-screen instructions, and click Next.
On Integration page, select the acknowledgment checkbox and click Connect to Capsule. Note: Ensure your browser's pop-up window is enabled.
On Capsule authentication page, click Connect.
Enter your Capsule account subdomain in the field, and click Continue.
Add Capsule account as a critical system.
On Sprinto app, go to Security Hub > Access > Critical systems, and click Add Critical System.
On Add a Critical System page, select Capsule CRM and click Add system.
Configure valid users for Capsule.
Navigate to Security Hub > Access > Critical System, and select Capsule.
On the Summary page, click Configure now next to Capsule accounts.
On the Manage page, click Configure next to access validity.
Choose one of the options to define valid users based on roles.
Final step
After completing Step 3, allow 15 to 20 minutes for Sprinto to finish the data syncing process. Sprinto may take up to 24 hours to evaluate the synced data and activate relevant Sprinto checks. If needed, visit Security Hub > Access > Critical System to check for pending tasks next to Capsule.
If you need any assistance with the integration, kindly get in touch with Sprinto support.
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