Capsule CRM connector

Connect Capsule CRM
to Power BI, Excel,
Google Sheets and AI

Sync your Capsule CRM data into dataSights and report across Excel, Power BI, Google Sheets, Looker Studio, or your AI agent. No manual exports

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Used by over 4,000+ businesses globally

Three steps to automated reporting

ataSights connects to your source system via API, syncs your data into a secure,
dedicated SQL database, and makes it available to the reporting tool of your choice.

Connect your Xero organization

Sign up for a free trial and connect your source
system. dataSights syncs your data via API
into your own dedicated, secure Azure SQL
database. No CSV exports, no manual uploads.

Choose your output

Connect Excel, Power BI, Google Sheets,
Looker Studio, or an AI agent via MCP. Your
data is structured and ready to use from day
one, with pre-built views and report templates.

Automate and scale

Schedule refreshes, combine with data from 200+
other connectors, and build consolidated reports across
your entire tech stack. Add new sources any time.

Report where your team already works

Your data, your choice of tool. dataSights delivers clean,
structured data to whichever platform you and your team prefer.

Ask AI about your Capsule CRM data

"Which sales reps have the highest win rates across their opportunities this quarter?"

"What's the average time from first entry to closed won opportunity by pipeline stage?"

"How many tasks are overdue versus completed for each user this month?"

"Which parties have the most interactions logged and what's their opportunity pipeline value?"

AI Connect — included with every plan

Ask AI questions across your Capsule CRM data

Plain English in. Reports, SQL views, dashboards and automated workflows out. Works with Claude, ChatGPT, Microsoft Copilot and any MCP-compatible AI.

Ask anything, no SQL required

Plain-English queries across all your Capsule CRM data, joined with Xero and any other system you sync.

Build reusable SQL views by chatting

Non-technical users describe what they want. AI Connect writes the SQL view back to your database. Power BI, Excel and Looker Studio pick it up immediately.

Automate workflows and build apps

Customers are using AI Connect to automate recurring reporting tasks and build internal tools on top of their dataSights database. No developer needed.

Learn more about AI Connect →

Capsule CRM data objects

The following data is typically available via the Capsule CRM API. Your dataSights database will contain structured, report-ready views for each.

Entries Milestones Opportunities Parties Pipeline Forecast Values Tasks Users

Need a specific data object? Contact us and we
will confirm what is available for your connector.

What our clients say

"My experience with dataSights has been amazing. They delivered on the promise of being able to connect all of our various, diverse data sources into one spot. Customer support and service were also top-notch, with fast response times for any questions or issues."

Alex Solo

Co-Founder, Sprintlaw

250+

Businesses

200+

Connectors

5 Star

Xero Rating

About Capsule CRM

Capsule CRM is a straightforward and intuitive customer relationship management platform for small and growing businesses. It allows teams to manage contacts, track sales pipelines, and log interactions to maintain a clear view of customer relationships. Capsule integrates with popular tools including Gmail, Mailchimp, and accounting platforms to create a connected workflow. Its simplicity and affordability make it a popular choice for businesses new to CRM adoption.

Ready to automate your reporting?

Start a 14-day free trial. No credit card required. Connect your first data source in minutes.

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Connect Capsule CRM to Power BI, Excel, Google Sheets and AI