FAQ

Where do I find my Capsule CRM API key?

In Capsule CRM, click your profile avatar in the top-right corner and go to My Preferences. Under the API Authentication Tokens section, you can generate a new token. Copy it and paste it into the API key field in Coupler.io when setting up your data flow.

Can I pull data from multiple Capsule CRM accounts into one destination?

Yes. Create a separate source connection for each Capsule CRM account within the same data flow, then use the Append transformation to stack the data into a single table. This is useful if your organization manages multiple Capsule accounts for different regions or brands.

Which entities should I use to build a sales pipeline report?

Start with Opportunities, Pipelines, and Stages. Use a Join transformation to connect them — Opportunities carry the deal data, Pipelines provide the pipeline name, and Stages give you readable stage labels. Add Lost reasons if you want to analyze why deals didn't close.

Why do I see only IDs in the lost reason column instead of reason names?

The Opportunities entity stores a lostReasonId reference, not the label text. Pull in the Lost reasons entity as an additional source and use a Join transformation to replace the ID with the corresponding reason name.

Does Coupler.io sync Capsule CRM custom fields?

Yes, but custom fields are a separate entity — they won't automatically appear inside your Party or Opportunity rows. Add Custom fields as a second source in your data flow and join records by ID to enrich your main tables.

Can I send Capsule CRM data to an AI tool like ChatGPT or Claude?

Yes. Coupler.io supports AI destinations including ChatGPT, Claude, Gemini, Cursor, Perplexity, and OpenClaw. You can route your Capsule CRM data — contacts, deals, tasks — directly to these tools for analysis, summarization, or generating insights from your CRM data.

What does the start date parameter control?

The start date limits how far back in time Coupler.io pulls records from Capsule CRM. Use the date picker when configuring your data flow to set the earliest date you want data from. Records created before this date won't be included in the sync.

How do I separate person contacts from organization contacts in my export?

The Parties entity includes a type field that indicates whether a record is a person or an organization. Filter or group by this field in your destination to work with each type separately.

For a full list of available fields per entity, see Data Overview. If your sync isn't behaving as expected, check Common Issues for troubleshooting steps. For setup recommendations specific to Capsule CRM, visit Best Practices.