Capsule CRM
Capsule CRM connector enables seamless data syncing from Capsule CRM to various data warehouses, helping businesses centralize and analyze customer data efficiently. It supports real-time data extraction of contacts, opportunities, and custom fields, making it ideal for comprehensive CRM analytics and reporting.
Configuration
| Input | Type | Description | Default Value |
|---|
bearer_token | string | Bearer Token. Bearer token to authenticate API requests. Generate it from the 'My Preferences' > 'API Authentication Tokens' page in your Capsule account. | |
start_date | string | Start date. | |
entity | string | Entity. | |
Streams
| Stream Name | Primary Key | Pagination | Supports Full Sync | Supports Incremental |
|---|
| users | id | DefaultPaginator | ✅ | ❌ |
| parties | id | DefaultPaginator | ✅ | ❌ |
| tasks | id | DefaultPaginator | ✅ | ❌ |
| employees | id | DefaultPaginator | ✅ | ❌ |
| projects | id | DefaultPaginator | ✅ | ❌ |
| opportunities | id | DefaultPaginator | ✅ | ✅ |
| pipelines | id | DefaultPaginator | ✅ | ❌ |
| milestones | id | DefaultPaginator | ✅ | ❌ |
| site | | DefaultPaginator | ✅ | ❌ |
| tags | id | DefaultPaginator | ✅ | ❌ |
| custom_fields | id | DefaultPaginator | ✅ | ❌ |
| lost_reasons | id | DefaultPaginator | ✅ | ❌ |
| board | id | DefaultPaginator | ✅ | ❌ |
| categories | id | DefaultPaginator | ✅ | ❌ |
| activity_types | id | DefaultPaginator | ✅ | ❌ |
| stages | id | DefaultPaginator | ✅ | ❌ |
Changelog
Expand to review
| Version | Date | Pull Request | Subject |
|---|
| 0.0.1 | 2024-11-09 | | Initial release by @bishalbera via Connector Builder |