Connect Capsule CRM to BigQuery
Send Capsule CRM opportunities, tasks, projects and 13 more data types to BigQuery on a schedule. Filter by date. Refresh as often as every 15 minutes.
capsule_crm
opportunitiestasksprojectsusersparties- 11 more data types
How to connect Capsule CRM and BigQuery
4 steps. You can preview the Capsule CRM data in Coupler.io before anything reaches BigQuery.
Step 1 of 4
Connect Capsule CRM
Enter your Capsule CRM bearer token. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Capsule CRM data you want in BigQuery.
Show 8 more data types Show fewer data types
Step 3 of 4
Connect BigQuery
Upload the JSON key file from your Google Cloud service account, then enter the dataset and table for the Capsule CRM data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in BigQuery. Run it as often as every 15 minutes.
Each run overwrites opportunities with fresh Capsule CRM data.
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16 data types, including Opportunities, Tasks, Projects, Users and Parties.
With your Capsule CRM bearer token, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
Yes. If the table doesn't exist in the dataset you choose, Coupler.io creates it on the first run and fills it with Capsule CRM data.
Refresh the source field list in Coupler.io and select the new column. If you define the BigQuery table schema manually, add the column there too.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches BigQuery.