Capsule CRM + Google Sheets

Create multiple Google Sheets rows for new or updated opportunities in Capsule CRM

Stay up to date with new or updated opportunities in Capsule CRM with this handy workflow. Each time there is a change in your opportunities within Capsule CRM, it systematically generates multiple rows within Google Sheets. This not only offers a convenient way to manage your opportunities, but it also allows you to analyze them more efficiently, leading to strategic business decisions.

Stay up to date with new or updated opportunities in Capsule CRM with this handy workflow. Each time there is a change in your opportunities within Capsule CRM, it systematically generates multiple rows within Google Sheets. This not only offers a convenient way to manage your opportunities, but it also allows you to analyze them more efficiently, leading to strategic business decisions.

  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 Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

    • 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
capsulecrm logo
capsulecrm logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

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

Related categories

  • Google
  • Spreadsheets

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