Capsule CRM
Bring Capsule CRM sales opportunities into DataOS
This guide brings your Capsule CRM sales opportunities (deals, their stage and value, including ones that were deleted) into DataOS.
capsulecrm.com
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What you need
One personal access token from Capsule
Who can get it
Any Capsule user, for their own token
Where data lands
A governed table in your DataOS lakehouse
Connection type
REST API
How the connection works
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Source
Capsule CRM
DataOS connector
Keeps it up to date
DataOS lakehouse
Governed data product
When it runs, the connector uses your Capsule token to ask Capsule for opportunities changed since its last visit, and for the ones that were deleted, then updates the table in DataOS.
What's next
Ready to bring this data into DataOS?
