Connect Capsule CRM to Redshift
Send Capsule CRM opportunities, tasks, projects and 13 more data types to Redshift on a schedule. Filter by date. Refresh as often as every 15 minutes.
Redshift
schema capsule_crm
opportunitiestasksprojectsusersparties- 11 more data types
How to connect Capsule CRM and Redshift
4 steps. You can preview the Capsule CRM data in Coupler.io before anything reaches Redshift.
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 Redshift.
Show 8 more data types Show fewer data types
Step 3 of 4
Connect Redshift
Enter your Redshift connection details, then the schema and table for the Capsule CRM data.
Show 3 more fields Show fewer fields
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Redshift. Run it as often as every 15 minutes.
Each run drops and recreates opportunities with fresh Capsule CRM data.
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Build your Capsule CRM integrations with these destinations
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Gather 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 database user has CREATE privileges. Coupler.io creates the capsule_crm schema and the opportunities table on the first run.
With Replace, Coupler.io recreates opportunities, so new Capsule CRM columns appear automatically. With Append, the table keeps its schema, so add the column yourself or switch to Replace.
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 Redshift.
