Overview
The Capsule CRM connector syncs your small-business CRM data into analytics-ready tables in your data warehouse. Pull parties, opportunities, cases, and tasks from the Capsule CRM API, with Ingest handling auth, pagination, and retries so the tables stay current.
What you can sync
Ingest syncs the following Capsule CRM data into your data warehouse, each as its own table refreshed on your schedule:
- Parties
- Opportunities
- Cases
- Tasks
Authentication
Personal Access Token or OAuth2
Generate a Personal Access Token from My Preferences > API Authentication Tokens in any Capsule account.
You enter credentials in a secure form, never in chat. Ingest stores and rotates them for you.
Resources
Capsule CRM API docs ↗
Official provider documentation.
Authentication
How Ingest stores and rotates credentials.
Request access
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