Data Overview

Capsule CRM organizes your business data around contacts, deals, and activities. When you connect it to Coupler.io, you get access to 16 entities covering everything from pipeline structure to individual tasks and custom fields.

Entities at a glance

Entity	What it contains
Users	Profile info and roles for your CRM team members
Parties	Contacts — people and organizations with address and communication details
Tasks	Individual follow-up items linked to parties, deals, or projects
Employees	Internal employee records
Projects	Project records with associated tasks and activities
Opportunities	Sales deals with monetary value, owner, stage, and expected close date
Pipelines	Pipeline definitions — names and stage sequences
Milestones	Checkpoint events within projects or opportunities
Sites	Digital properties linked to party records
Tags	Categorization labels applied to records
Custom fields	Extra data fields defined by your team
Lost reasons	Reasons recorded when an opportunity is marked as lost
Boards	Kanban board configurations for visualizing work
Categories	Classification labels for organizing records
Activity types	Definitions for logged interaction types
Stages	Stage definitions within pipelines or projects

Key fields by entity

Opportunities

Field	Description
id	Unique opportunity identifier
name	Deal name
value	Monetary value of the opportunity
currency	Currency code
probability	Estimated likelihood of closing (%)
expectedCloseOn	Expected close date
closedOn	Actual close date
lostReasonId	ID of the recorded lost reason
owner	Assigned team member
stage	Current pipeline stage
pipeline	Pipeline this opportunity belongs to
createdAt	Record creation timestamp
updatedAt	Last update timestamp

Parties

Field	Description
id	Unique party identifier
type	Person or organization
firstName / lastName	Contact name fields
emailAddresses	Associated email addresses
phoneNumbers	Associated phone numbers
addresses	Physical address records
tags	Tags applied to this party
owner	Assigned CRM user
createdAt	Record creation timestamp
updatedAt	Last update timestamp

Tasks

Field	Description
id	Unique task identifier
description	Task details
dueOn	Due date
completedAt	Completion timestamp
status	Open or completed
owner	Assigned user
party	Linked contact or organization
opportunity	Linked opportunity
project	Linked project

Pipelines and Stages

Field	Description
id	Unique identifier
name	Pipeline or stage name
stagesCount	Number of stages in pipeline
probability	Default probability for the stage
order	Stage position in the pipeline

Lost reasons

Field	Description
id	Unique identifier
name	Reason label

Common field combinations

• Opportunities + Stages + Pipelines — Join these three entities to get a full picture of where each deal sits and how it maps to your pipeline structure.

• Opportunities + Lost reasons — Match lostReasonId to the Lost reasons entity to analyze why deals are being lost.

• Tasks + Parties — Link tasks to contacts to see follow-up activity per account or person.

• Parties + Tags + Categories — Combine these to segment your contact base for targeted analysis.

Use cases by role

Sales teams

• Monitor open opportunities by stage and pipeline to spot bottlenecks

• Track deal value and probability to forecast monthly revenue

• Analyze lost reasons to refine your sales approach

• Use Aggregate transformation in Coupler.io to sum opportunity values by owner or stage

Team managers

Operations

Platform-specific notes

• The start date parameter controls how far back data is pulled — use the date picker to set this when configuring your data flow.

• Parties can represent either a person or an organization; use the type field to filter them in your destination.

• Custom fields are exported as a separate entity — you'll need to join them with Parties or Opportunities by record ID to enrich your main tables.

• Capsule CRM's API returns data in pages; Coupler.io handles pagination automatically.

• Some fields like emailAddresses and phoneNumbers may return nested arrays — flatten these in your destination tool if needed.