Capsule CRM

Capsule CRM is a lightweight customer relationship management tool designed to help small and growing businesses manage contacts, track sales opportunities, and organize tasks and projects. It keeps your team aligned around the relationships and deals that matter most.

Connecting Capsule CRM to Coupler.io lets you pull your CRM data into the tools you already use for reporting, analysis, and automation — without manual exports or copy-pasting.

Why connect Capsule CRM to Coupler.io?

• Sync contacts, opportunities, tasks, and pipeline data to Google Sheets, Excel, BigQuery, Looker Studio, or AI tools like ChatGPT, Claude, or Gemini

• Combine data from multiple entities — for example, Join opportunities with pipelines and stages to see the full deal journey in one view

• Track lost reasons and win rates over time with scheduled refreshes

• Use Aggregate transformations to summarize deal values by stage, owner, or pipeline

Prerequisites

Before you connect, make sure you have:

• An active Capsule CRM account (any paid plan)

• Access to generate an API token in your Capsule CRM account settings

• A Coupler.io account

Quick start

If you want a pipeline performance report, start with the Opportunities, Pipelines, and Stages entities — then use a Join transformation to combine them in a single table.

How to connect

1

Get your Capsule CRM API key. In Capsule CRM, click your profile avatar in the top-right corner and go to My Preferences. Select API Authentication Tokens and generate a new token. Copy it.

2

Create a new data flow in Coupler.io. In your Coupler.io account, click Add data flow. Search for Capsule CRM and select it as your source.

3

Enter your API key. Paste the API token you copied into the API key field and click Authorize.

4

Select an entity. Choose the data entity you want to import — for example, Opportunities, Parties, or Tasks. Set a start date using the date picker to limit how far back data is pulled.

5

Choose a destination. Select where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT, Claude, or Perplexity.

6

Run your data flow. Click Run to execute a manual sync. Once it completes successfully, your data will appear in the destination you configured.

Available entities

Entity	Description
Users	Team members using your Capsule CRM account
Parties	Contacts — people or organizations
Tasks	To-do items linked to contacts, deals, or projects
Employees	Employees within your organization
Projects	Projects grouping related tasks and activities
Opportunities	Sales deals with value, stage, and close date
Pipelines	Sales pipeline definitions and sequences
Milestones	Key events within projects or opportunities
Sites	Websites associated with party records
Tags	Labels used to categorize records
Custom fields	User-defined fields for capturing extra data
Lost reasons	Predefined reasons for losing an opportunity
Boards	Kanban-style boards for projects or opportunities
Categories	Classification labels for parties and records
Activity types	Types of logged interactions (calls, emails, etc.)
Stages	Individual stages within a pipeline or project