Connect Capsule CRM to Perplexity
Send Capsule CRM opportunities, tasks, projects and 13 more data types to Perplexity on a schedule. Filter by date. Refresh as often as every 15 minutes.
Perplexity
Which open Capsule CRM deals haven't moved stage in the last 30 days?
Querying the Capsule CRM data set in Coupler.io
How to connect Capsule CRM and Perplexity
4 steps. You can preview the Capsule CRM data in Coupler.io before anything reaches Perplexity.
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 Perplexity.
Show 8 more data types Show fewer data types
Step 3 of 4
Connect Perplexity
In Perplexity, add a connector named coupler-io that runs the Coupler.io MCP server in Docker, then paste your personal access token.
Step 4 of 4
Set a schedule
Perplexity sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Capsule CRM integrations with these destinations
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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.
No. The data stays in Coupler.io, and Perplexity queries it read-only when you ask a question. It can't edit or delete Capsule CRM rows.
A Perplexity account and Docker. Perplexity reaches Coupler.io through a local MCP server that runs in Docker.
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 Perplexity.
