Maltix Connect Capsule integration

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The following is a compilation of steps taken to achieve the integration, along with a suggested resolution for an API issue:

Steps for Integration:

• Get a CRM unique ID, a CRM password, and an MMT profile URL.
• Log into your My Most Trusted (MMT) extension dashboard.
• Go to "bonus features".
• Go to "Connect Your CRM".
• Click "update credentials".
• Go back to the instructions (Trust Sync tab).
• Copy the authorised domain for the CRM request host from point number four in the instructions and paste it into the "CRM request host" field.
• Give yourself any password.
• Click "update".
• Copy the CRM unique ID and the password from the MMT CRM settings in the dashboard and paste them into the two fields in the Trust Sync instructions.
• Go to LinkedIn.
• If a prompt appears, click "got it".
• Click on your photo on the top right corner to complete your profile.
• Scroll down to see your profile.
• Click on your name to go to your profile page.
• Highlight and copy the URL (MMT profile URL).
• Enter the MMT profile URL.
• Close the small window that opens after the contacts are pulled.
• Scroll down to "API Configuration" and "Capsule".
• Get the Capsule API token (personal access token).
• Paste the token into the designated field.
• Scroll back to the top.
• Choose "sync trusted from the drop down" (change from "Go High Level" to "Capsule").
• Click "Start sync".

API Key Permission Issue and Fix:

The sync failed for many contacts, possibly because the API key did not have the correct permissions.

To fix the API key issue in Capsule CRM:

• Go to Capsule CRM → My Preferences → API Authentication Tokens.
• Generate a new API token with the following scopes enabled:
  • read - to read existing contacts.
  • write - to create and update contacts.
  • delete (optional) - only if you want to delete contacts.
• Replace the old token in Trust Sync with the new one.
• Test the connection again.