Capsule CRM + Google Sheets
Track new or updated Capsule CRM opportunities by creating spreadsheets in Google Sheets
Keep track of your sales progress seamlessly with this workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation populates a Google Sheets spreadsheet for a consolidated view. Stay organized, reduce manual data entry, and focus more on managing sales opportunities rather than managing spreadsheets.
Keep track of your sales progress seamlessly with this workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation populates a Google Sheets spreadsheet for a consolidated view. Stay organized, reduce manual data entry, and focus more on managing sales opportunities rather than managing spreadsheets.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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