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Capsule CRM + Google Sheets

Create contacts in Capsule CRM from new or updated rows in Google Sheets

Keep your customer relationship management in Capsule CRM up-to-date with this workflow. Whenever there's a new or updated row in your Google Sheets, the workflow will create a contact based on those details in Capsule CRM, saving you from the manual data entry. This allows you to focus more on building relationships and less on administrative tasks.

Keep your customer relationship management in Capsule CRM up-to-date with this workflow. Whenever there's a new or updated row in your Google Sheets, the workflow will create a contact based on those details in Capsule CRM, saving you from the manual data entry. This allows you to focus more on building relationships and less on administrative tasks.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggers when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    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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About Google Sheets

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

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