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Capsule CRM + Google Sheets

Track new or updated Capsule CRM opportunities by creating rows in Google Sheets

Effortlessly track new or updated opportunities in your Capsule CRM by adding them to a Google Sheets spreadsheet. This automation streamlines your sales pipeline management by ensuring that every time an opportunity is created or modified in Capsule CRM, the corresponding data is captured in a dedicated spreadsheet row. Stay organized and save time with this efficient workflow that keeps your sales information up-to-date and easily accessible.

Effortlessly track new or updated opportunities in your Capsule CRM by adding them to a Google Sheets spreadsheet. This automation streamlines your sales pipeline management by ensuring that every time an opportunity is created or modified in Capsule CRM, the corresponding data is captured in a dedicated spreadsheet row. Stay organized and save time with this efficient workflow that keeps your sales information up-to-date and easily accessible.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Related categories

Triggers & Actions