Get your website enquiries in Capsule CRM
Run your sales in Capsule? Put an AI chat agent on your website. It answers visitors from your own pages and shows where each answer came from. Every enquiry it takes lands in Capsule: the visitor in your contacts, a note of what they asked, and a task to reply.
Sending enquiries to Capsule is part of the paid plans. See pricing.
A new contact in CapsuleFictional sample
Mara Fictional · mara@lindenhaus.example · tag Hazelchat
Note · Website enquiry · “We’re opening a second café in May and need a logo and menus. Could you send a rough quote?”
Task · Reply to website enquiry from Mara Fictional · due today
We tried these steps with our own Capsule account and a demo website on 4 November 2026. We have not tested Hazelchat with a Capsule customer yet. If a Capsule screen looks different, Capsule’s own help is right.
What arrives in Capsule
Connect Capsule once. Every new enquiry from your website chat then finds the visitor in your contacts by email address, or adds them, and attaches a note and a task, the way Capsule’s own contact form does.
The contact
Found by email address, or added as a person with the visitor’s name, email and the tag Hazelchat.
The note
Their message, the last question they asked and whether it was answered, and where the chat came from.
A task to reply
Due the day the enquiry arrives, for the Capsule user who connected Hazelchat, with a link to the enquiry.
Your contacts stay yours
A person who is already in Capsule is never changed. Hazelchat only adds the note and the task.
Set it up
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In Hazelchat
Open the Capsule CRM card
Open the Capsule CRM card in Connections and click Connect Capsule.
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In Capsule
Allow access
Capsule asks for your site address if you aren’t signed in, then shows what Hazelchat may do: read, create, update and delete information in your account. That is the only access Capsule offers apps; Hazelchat uses it only to find people and add people, notes and tasks. Click Allow.
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In Hazelchat
Check the card
Back in Connections, the card names your Capsule account. Open in Capsule opens it.
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On your site
Add Hazelchat to your website
Add it the way your site allows: the WordPress plugin, the Wix app, the Squarespace guide, or one line of code on any other site. In Hazelchat, open Website → Install on your website → Continue setup and follow the steps for your site.
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On your site
Switch on and test
Click Publish and switch on. Open your site, ask a question and leave an enquiry with your own email address. The contact, the note and the task appear in Capsule within a minute.
Limits
- Hazelchat only looks people up by email address and reads its own notes when it checks a send. It never changes or deletes anything in Capsule, and doesn’t touch organisations, opportunities or projects.
- Notes are plain text, and web addresses a visitor types are not made into links.
- Chat transcripts and phone numbers are never sent, and neither are your own tests.
- Contacts, notes and tasks in Capsule are yours. Disconnecting stops new ones and leaves the existing ones where they are.
Questions
Which Capsule plan do I need?
Capsule lists API access on every plan, including Free. On Capsule’s Free plan, new contacts stop at its 250-contact limit; the Hazelchat card then says so.
Which Hazelchat plan do I need?
Sending enquiries to Capsule is part of the paid plans, Starter and up. On Free the card shows the plans instead.
Who gets the task?
The Capsule user who clicked Allow. Notes show that user as their author and start with “Website enquiry via Hazelchat”.
What if the visitor is already in Capsule?
The note and the task go on the existing person, and nothing else on it changes.
How do I stop it?
Click Disconnect Capsule on the card in Connections, or remove Hazelchat under My Preferences → Authorized Applications in Capsule. Your contacts, notes and tasks stay.
Hazelchat is not affiliated with or endorsed by Capsule or Zestia Ltd. Capsule is named here only to say which tool these steps work with.
Answer visitors on your website. Follow up in Capsule.
Connect Capsule, put the agent on your website, and every enquiry lands on the right contact with a task to reply. See all integrations.