# CRM

- [ActiveCampaign](/sources/category/crm/activecampaign.md): Connect ActiveCampaign contacts, deals, campaigns, and lists to Google Sheets or BigQuery via Coupler.io — no manual exports needed.
- [Data Overview](/sources/category/crm/activecampaign/data-overview.md): ActiveCampaign entities available via Coupler.io: Campaigns, Contacts, Deals, Lists, Segments, Forms, and more from the REST API v3.
- [Common Issues](/sources/category/crm/activecampaign/common-issues.md): ActiveCampaign connection failing? Fix API key errors, account username typos, and domain resolution issues with Coupler.io.
- [Best Practices](/sources/category/crm/activecampaign/best-practices.md): Set up separate data flows per ActiveCampaign entity — Campaigns, Contacts, Deals — for clean, independent refreshes and easy joins.
- [FAQ](/sources/category/crm/activecampaign/faq.md): Export ActiveCampaign Campaigns, Contacts, Deals, Lists, Segments, and Forms — all supported entities with engagement metrics and CRM data.
- [AgileCRM](/sources/category/crm/agilecrm.md): Connect AgileCRM contacts, companies, and deals to Google Sheets or BigQuery via Coupler.io for automated CRM reporting.
- [Data Overview](/sources/category/crm/agilecrm/data-overview.md): Access AgileCRM contacts, companies, deals, tasks, and campaigns with full contact properties, tags, lead scores, and activity history.
- [Common Issues](/sources/category/crm/agilecrm/common-issues.md): Fix AgileCRM authentication errors — validate REST API key format, check admin access, and resolve domain configuration issues.
- [Best Practices](/sources/category/crm/agilecrm/best-practices.md): Use admin API keys, test manual runs first, and schedule incremental syncs to keep AgileCRM contact and deal data current.
- [FAQ](/sources/category/crm/agilecrm/faq.md): Find your AgileCRM REST API key in Admin Settings, enter your subdomain correctly, and resolve common connectivity questions.
- [Apptivo](/sources/category/crm/apptivo.md): Connect Apptivo CRM data to Google Sheets, BigQuery, or Snowflake via Coupler.io. Sync customers, contacts, leads, opportunities, and cases without manual expor
- [Data Overview](/sources/category/crm/apptivo/data-overview.md): Apptivo entities explained: Customers for revenue attribution, Contacts for communication tracking, Leads for funnel analysis, Opportunities for pipeline report
- [Common Issues](/sources/category/crm/apptivo/common-issues.md): Fix Apptivo API key errors, connection failures, and data sync issues. Verify full key copy, check Settings → API & Webhooks, and regenerate if needed.
- [Best Practices](/sources/category/crm/apptivo/best-practices.md): Set up Apptivo entities separately, then Join by Customer ID. Anchor reports on customers, schedule incremental refreshes, and reuse sources across data flows.
- [FAQ](/sources/category/crm/apptivo/faq.md): Find your Apptivo API key in Settings → API & Webhooks. Connect multiple accounts, use custom fields, and manage refresh schedules for CRM sync.
- [Capsule CRM](/sources/category/crm/capsule-crm.md): Pull Capsule CRM contacts, deals, and activities into Google Sheets or BigQuery. Sync pipeline data without manual exports via Coupler.io.
- [Data Overview](/sources/category/crm/capsule-crm/data-overview.md): Access 16 Capsule CRM entities — users, parties, tasks, opportunities, stages, and custom fields for complete pipeline visibility.
- [Common Issues](/sources/category/crm/capsule-crm/common-issues.md): Fix Capsule CRM connection failures, API key errors, and empty data flows. Verify tokens, start dates, and permission scopes.
- [Best Practices](/sources/category/crm/capsule-crm/best-practices.md): Join Capsule opportunities with stages and pipelines for readable reports. Set up lost reason tracking and smart sync schedules.
- [FAQ](/sources/category/crm/capsule-crm/faq.md): How to find your Capsule CRM API key, connect multiple accounts, and sync custom contact fields into Coupler.io.
- [Circa](/sources/category/crm/circa.md): Connect Circa event management CRM to Coupler.io. Pull events, contacts, companies, and relationship data into Google Sheets or BigQuery for unified reporting.
- [Data Overview](/sources/category/crm/circa/data-overview.md): Access Circa events, contacts, companies, teams, and custom field definitions. Understand your event management CRM data structure with available entities.
- [Common Issues](/sources/category/crm/circa/common-issues.md): Troubleshoot Circa API key rejection errors. Verify credentials aren't copied with spaces and regenerate keys when needed — don't confuse API keys with third-pa
- [Best Practices](/sources/category/crm/circa/best-practices.md): Build Circa data flows around Events as your anchor entity. Layer Event contacts and Contacts with joins, then pull field definitions separately for complete se
- [FAQ](/sources/category/crm/circa/faq.md): Find your Circa API key in account settings. Pull data from multiple Circa accounts into one destination — check your plan and admin permissions for API access.
- [Close.com](/sources/category/crm/close-com.md): Sync Close.com leads, contacts, opportunities, and sales activities into Google Sheets, BigQuery, or ChatGPT via Coupler.io.
- [Data Overview](/sources/category/crm/close-com/data-overview.md): Close.com CRM data includes leads, contacts, opportunities, calls, emails, SMS, meetings, notes, tasks, and custom activities.
- [Common Issues](/sources/category/crm/close-com/common-issues.md): Fix Close.com API key rejection, connection failures, incomplete syncs, and permission errors with Coupler.io.
- [Best Practices](/sources/category/crm/close-com/best-practices.md): Consolidate Close.com entities in single flows, sync Users data, handle large lead volumes, and refresh activity logs efficiently.
- [FAQ](/sources/category/crm/close-com/faq.md): Close.com API access, key generation, paid plan requirements, rate limits, and field mapping questions answered.
- [GoHighLevel](/sources/category/crm/gohighlevel.md): Export GoHighLevel contacts, opportunities, invoices, and pipelines to Google Sheets or BigQuery via Coupler.io.
- [Data Overview](/sources/category/crm/gohighlevel/data-overview.md): Access 10 GoHighLevel entities including opportunities, orders, contacts, companies, and custom fields for complete CRM reporting.
- [Common Issues](/sources/category/crm/gohighlevel/common-issues.md): Fix GoHighLevel OAuth redirects, white-label domain issues, and agency sub-account connection problems in Coupler.io.
- [Best Practices](/sources/category/crm/gohighlevel/best-practices.md): Join opportunities with pipelines, use Append for multi-account reporting, and refresh GoHighLevel data on schedule.
- [FAQ](/sources/category/crm/gohighlevel/faq.md): White-label URLs, pipeline filtering, custom field mapping, and multi-account access — GoHighLevel integration FAQs.
- [HubSpot](/sources/category/crm/hubspot.md): Connect HubSpot deals, contacts, and companies to Google Sheets or BI tools via Coupler.io. Automate CRM exports without manual work.
- [Data Overview](/sources/category/crm/hubspot/data-overview.md): Explore HubSpot CRM records — deals, contacts, companies, tickets, and activity logs. Pull pipeline data, lead details, and account reports.
- [Common Issues](/sources/category/crm/hubspot/common-issues.md): Fix HubSpot OAuth errors, blank authorization screens, and wrong portal connections. Browser settings and cookie solutions inside.
- [Best Practices](/sources/category/crm/hubspot/best-practices.md): Use HubSpot API field names for custom columns, join deals with owners, and filter by pipeline stage. Setup tips for accurate syncs.
- [How to specify HubSpot columns to export?](/sources/category/crm/hubspot/best-practices/how-to-specify-hubspot-columns-to-export.md)
- [How to use HubSpot advanced filters?](/sources/category/crm/hubspot/best-practices/how-to-use-hubspot-advanced-filters.md)
- [How to find HubSpot columns names?](/sources/category/crm/hubspot/best-practices/how-to-find-hubspot-columns-names.md)
- [FAQ](/sources/category/crm/hubspot/faq.md): HubSpot plan requirements, multi-portal access, and entity availability by Hub. Coupler.io integration FAQs answered.
- [Pipedrive](/sources/category/crm/pipedrive.md)
- [Data Overview](/sources/category/crm/pipedrive/data-overview.md)
- [Common Issues](/sources/category/crm/pipedrive/common-issues.md)
- [Best Practices](/sources/category/crm/pipedrive/best-practices.md)
- [FAQ](/sources/category/crm/pipedrive/faq.md)
- [Salesforce](/sources/category/crm/salesforce.md): Export Salesforce accounts, contacts, opportunities, and cases to Google Sheets, BigQuery, or ChatGPT via Coupler.io reports, objects, or SOQL.
- [Data Overview](/sources/category/crm/salesforce/data-overview.md): Access Salesforce data through reports, standard objects, or custom SOQL queries — choose tabular exports, raw records, or filtered data.
- [Common Issues](/sources/category/crm/salesforce/common-issues.md): Fix Salesforce export errors: matrix report parsing issues, special characters in headers, and tabular format requirements.
- [Verify and change the report format in Salesforce](/sources/category/crm/salesforce/common-issues/verify-and-change-the-report-format-in-salesforce.md)
- [Best Practices](/sources/category/crm/salesforce/best-practices.md): Start with Objects for simple Salesforce exports, use SOQL for filtering and joins, and schedule refreshes for pipeline accuracy.
- [How to use advanced filters in Salesforce](/sources/category/crm/salesforce/best-practices/how-to-use-advanced-filters-in-salesforce.md)
- [FAQ](/sources/category/crm/salesforce/faq.md): Export multiple Salesforce objects with Append transformations or SOQL JOINs — combine accounts, opportunities, and related records.
- [Zendesk Chat](/sources/category/crm/zendesk-chat.md): Connect Zendesk Chat to Coupler.io to pull live chat conversations, agent activity, and routing data into Google Sheets or data warehouses.
- [Data Overview](/sources/category/crm/zendesk-chat/data-overview.md): Access Zendesk Chat entities including conversation records, agent timelines, and performance metrics via Coupler.io.
- [Common Issues](/sources/category/crm/zendesk-chat/common-issues.md): Fix Zendesk Chat authentication errors — invalid API tokens, subdomain mismatches, and permission issues in Coupler.io.
- [Best Practices](/sources/category/crm/zendesk-chat/best-practices.md): Optimize Zendesk Chat data pulls with admin tokens, efficient date ranges, and avoiding agent-level permission blocks.
- [FAQ](/sources/category/crm/zendesk-chat/faq.md): Zendesk Chat vs Support: live chat conversations and agent availability vs ticketing system. Use both with Coupler.io joins.
- [Zoho CRM](/sources/category/crm/zoho-crm.md): Sync Zoho CRM leads, contacts, deals, and accounts to Google Sheets, BigQuery, and AI tools via Coupler.io for centralized sales reporting.
- [Data Overview](/sources/category/crm/zoho-crm/data-overview.md): Zoho CRM modules include Leads, Contacts, Deals, Accounts, and custom fields — choose what to sync based on your edition and setup.
- [Common Issues](/sources/category/crm/zoho-crm/common-issues.md): Fix Zoho CRM connection errors: expired API tokens, permission gaps, and scope mismatches. Regenerate tokens with ZohoCRM.modules.READ scope.
- [Best Practices](/sources/category/crm/zoho-crm/best-practices.md): Start with single Zoho CRM modules, set sync date limits for large datasets, and schedule refreshes during off-peak hours.
- [FAQ](/sources/category/crm/zoho-crm/faq.md): Sync multiple Zoho CRM environments, reuse API tokens across flows, and merge sandbox and production data with Append transformations.