Connect Capsule CRM
Sales opportunities from your Capsule CRM account, analysis-ready.
What data it brings
- opportunities: Sales opportunities: milestone, currency, value, probability, duration, and created, updated, expected-close and closed dates (no names, notes or contacts).
A question you can ask
“What is the total value by milestone?”
Ask it in your own words. You get the answer, with the steps that made it.
How to connect it
You connect with a key you create in your Capsule CRM account. It takes a few minutes.
- In your MCP Analytics account, open Connectors and choose Capsule CRM. The setup form opens there.
- In Capsule open your profile menu, then My Preferences, then API Authentication Tokens.
- Choose Generate New API Token, and copy the token.
- Paste it into the setup form. The connection only reads opportunities.
Capsule CRM help page for this step →
We test the connection before we save it, so you know right away if a step was missed.
What we keep, and how to disconnect
We keep the key or login you give us, encrypted, and use it only to read the data you ask about. Other accounts cannot see your connections. To stop, open Connectors in your account and choose Remove on the Capsule CRM row; that deletes the saved key. You can also cancel the key in Capsule CRM itself.
Questions
Will this change anything in my Capsule CRM account?
No. We only read. Nothing in Capsule CRM is changed.
Can I use a file instead?
Yes. Export a CSV from Capsule CRM and upload it. Connecting just saves you the export each time.
Can I combine Capsule CRM with my other data?
Yes. Connect each source, then ask a question that names both.