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Capsule CRM connector

SYNCHUB supercharges your Capsule CRM account by freeing your data for advanced reports and analysis. Start reporting today, using your favourite tools like PowerBI, Tableau or Microsoft Excel.

SYNCHUB is an official partner of Capsule CRM

How it works

Get your Capsule CRM data into your favourite reporting tool in just two minutes and three easy steps.

1 2 3 Connect Capsule CRM to SyncHub

Securely connect your cloud software to SyncHub and we'll do the rest.

1 2 3 We sync your data automatically

SyncHub incrementally syncs your data and stages it in a managed data warehouse (yours, or we'll provide one for free). We check for changes so you don't have to.

1 2 3 Build your customized reports

Query and share your data using our built-in Insights platform, or use your own reporting tools like Excel, Tableau or Power BI.

What data do you need from Capsule CRM?

Our simple data structures make your reporting a breeze

 Board
 Party custom field definition
 Opportunity custom field definition
 Project custom field definition
 Lost reason
 Milestone
 Opportunity
 Party
 Pipeline
 Project
 Tag
 User
 Opportunity tag
 Opportunity custom field value
 Party tag
 Party custom field value
 Party address
 Project tag
 Project custom field value
Explore the full Capsule CRM data model here

Frequently asked questions

With SyncHub, you can create any report you like. This is because (unlike other reporting tools) we give you access to your raw Capsule CRM data. If you don't already have a reporting tool, you can use our Insights platform or grab one of our recommended 3rd-party tools then use its standard Database Connector to connect to SyncHub and begin pulling down your data.
SyncHub can poll Capsule CRM as frequently as every five minutes, however this capability may be limited by the amount of data you have and/or the type of plan you have with Capsule CRM. The best way to find out is to simply grab a free trial of SyncHub, connect Capsule CRM, then see for yourself.
SyncHub will (E)xtract your raw data from Capsule CRM and (L)oad it into your normalized, relational data warehouse. You can then use our Insights platform to (T)ransform your data so that you can report on it easily, such as building monthly rollups or normalizing currencies.
There are many ways to query data from Capsule CRM - CSV exports, Native Reports, API access etc. But for all but the most trivial reports, you need a staging service like SyncHub to ensure performance and uptime. See our detailed breakdown here to understand where a tool like SyncHub fits into your analytics stack.
SyncHub steps in where out-of-the-box reporting solutions fall over. We don't presume to know the questions you have of your data, and thus we don't provide any reports. What we do give you is raw data - as pure as possible - so you can build the reports that you need for your business. Of course, if you need help, you're sure to find a helpful professional in our Services Store.
Yes! That's exactly what SyncHub was designed for. Just use the standard Database Connector from your reporting tool to connect to SyncHub and start bringing in your data.
No. SyncHub is a reporting tool and cannot reflect changes back to your cloud application.
We currently sync Board, Party custom field definition, Opportunity custom field definition, Project custom field definition, Lost reason, Milestone, Opportunity, Party, Pipeline, Project, Tag, User, Opportunity tag, Opportunity custom field value, Party tag, Party custom field value, Party address, Project tag and Project custom field value (see our Data Model for full details). If there's something else you need just ask.
Your Capsule CRM data is stored in its own dedicated data warehouse, hosted in our Microsoft Azure Sydney Data Center. If you'd like it stored somewhere else (even your own servers), just enquire about our BYOD (bring-your-own-database) option.
Absolutely. Every customer gets their very own isolated data warehouse. Database credentials are salt-encrypted...multi-factor authentication can be activated for your account...we take security very seriously. You can read more about our security best practices here.
Because SyncHub is continuously syncing your Capsule CRM data to an offsite data store, you can also use our service to essentially maintain an up-to-date backup, in the event of a critical data failure or transfer to another system. With our BYOD (bring-your-own-database) option, you can even have this data stored directly into your own database. Select your pricing plan to backup on-demand as required, or have SyncHub automatically backup every day in the background for you.

About Capsule CRM

Visit the Capsule CRM website

Capsule is what your small business needs to win more deals, be more productive, and delight your customers

Every client interaction is available in a single view, helping your team understand client status, plan engagements, and deliver top customer experiences. Start and end your working day knowing what tasks you’ve got to tackle, and close deals faster using their intuitive sales pipeline tools