Capsule CRM Notion Integration
Sync Capsule CRM with Notion automatically - parties, opportunities, projects, and tasks up to date, no coding needed
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The Capsule CRM Notion integration lets you pull live CRM data directly from your Capsule account into Notion using Note API Connector. Whether you are building a contact database, a sales pipeline board, a project tracker, or a shared task list, this integration keeps your Notion databases in sync with Capsule CRM automatically.
With Note API Connector you can sync Capsule CRM with Notion on a fully automated schedule (hourly, daily, or at custom intervals) without writing a single line of code. Connect your Capsule personal access token, choose a Notion database, map the party, opportunity, and project fields visually, and your Capsule CRM data flows into Notion on autopilot from that point forward.
How to connect Capsule CRM to Notion
Connect your Notion workspace
Click Connect to Notion, authorize Note API Connector, and select the pages and workspace where your Capsule CRM data should appear.
Get your Capsule CRM personal access token and connect
In Capsule, click your profile icon, open My Preferences, then API Authentication Tokens, and click Create New Token. Give it a name and copy the token right away, since Capsule only shows it once. In Note API Connector, click Create Request, paste your Capsule CRM API endpoint URL, for example https://api.capsulecrm.com/api/v2/parties, and add the token under the Authorization tab as a Bearer Token. Give your request a name, then click Run.
Choose your data and map fields
In the Response Field Mapping screen, select which Capsule CRM fields to include - such as party name, opportunity value, project stage, or task due date - and map each one to a Notion property. You can match existing properties, create new ones, or set the field type. Click Save & Import when you're done.
Set your sync schedule and go live
Enable Auto Schedule and choose your refresh interval. Your Capsule CRM data will sync with Notion automatically from that point forward, with no manual refreshes needed.
⏱ Hourly / Daily / Custom
What Capsule CRM data can you sync with Notion?
Use these Capsule CRM API endpoints directly in Note API Connector. Each one can be mapped to a separate Notion database.
All your people and organisations with name, email, phone, and address. Build a searchable contact database directly inside Notion.
https://api.capsulecrm.com/api/v2/parties
Sales opportunities with value, milestone, probability, and expected close date. Build a live sales pipeline board in Notion.
https://api.capsulecrm.com/api/v2/opportunities
Projects (formerly called Cases) with status, stage, and linked party. Track ongoing work or service projects inside Notion. The endpoint still spells cases with a k.
https://api.capsulecrm.com/api/v2/kases
Follow up tasks with due date, category, and linked party. Build a shared task tracker in Notion. Only open tasks are returned by default.
https://api.capsulecrm.com/api/v2/tasks
Your team members with name, username, and email. Use it to label task and opportunity owners inside Notion.
https://api.capsulecrm.com/api/v2/users
See how it works
Why sync Capsule CRM with Notion?
Always up to date
Scheduled sync runs automatically. Your Notion database reflects live Capsule CRM data without any manual work.
No coding required
Point, click, and map fields. Connect Capsule CRM to Notion in minutes without any programming knowledge.
Custom schedule
Choose hourly, daily, or custom intervals. You control exactly when Notion pulls fresh data from Capsule CRM.
Conclusion
With Note API Connector, setting up a complete Capsule CRM Notion integration takes minutes, not days. Your parties, opportunities, and project data sync automatically into Notion on your chosen schedule, with no code and no manual copy and paste.
Whether you are building a live sales pipeline board, a contact and organisation database, or a shared project and task tracker, connecting Capsule CRM to Notion gives you the flexibility of Notion's interface with the accuracy of your CRM data.
Frequently Asked Questions
Yes. Capsule CRM provides a REST API (v2) that exposes parties, opportunities, projects, tasks, and users. Note API Connector connects to this API using a Bearer token to pull your Capsule CRM data into Notion on a scheduled basis.
In Capsule, open My Preferences from your profile menu, go to API Authentication Tokens, and create a new token. In Note API Connector, connect your Notion workspace, click Create Request, paste a Capsule CRM API endpoint URL, and add your token under the Authorization tab as a Bearer Token. Select your Notion database, map the fields, and run the import.
Yes. Enable Auto Schedule in Note API Connector and choose your refresh interval: hourly, daily, or custom. Your Capsule CRM data will sync into Notion automatically on that schedule with no manual action required.
Capsule renamed Cases to Projects across its interface, but changing the API endpoint would break existing integrations, so the URL still spells cases with a k, for example https://api.capsulecrm.com/api/v2/kases. The data itself refers to your current Projects.
Yes. Most list endpoints accept a since parameter to only return records changed after a given date, and Tasks only return open items by default unless you add a status filter. You can also use the embed parameter, for example embed=tags,fields, to include extra details in the same response.
You can sync parties, opportunities, projects, tasks, and users. Each Capsule CRM API endpoint can be mapped to a separate Notion database, so you can build a complete CRM and project overview inside Notion.
No. Note API Connector is a no-code tool. You paste your Capsule CRM API endpoint URL, add your Bearer token, select your Notion database, and map fields visually. No programming knowledge is needed.
Yes. Your Capsule CRM personal access token is only used in the requests you configure to retrieve data. Note API Connector does not use your token to create, update, or delete any records in your Capsule account.
