AppSheet + Capsule CRM

Create records in AppSheet for new or updated contacts in Capsule CRM

Keep your Capsule CRM contacts updated in your AppSheet records with this seamless workflow. Whenever a new or updated contact is detected in your Capsule CRM app, a record will be created in your AppSheet app. This automatic process ensures that your contacts remain organized across both platforms and your data stays consistent without any manual effort.

Keep your Capsule CRM contacts updated in your AppSheet records with this seamless workflow. Whenever a new or updated contact is detected in your Capsule CRM app, a record will be created in your AppSheet app. This automatic process ensures that your contacts remain organized across both platforms and your data stays consistent without any manual effort.

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

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    AppSheetAppSheet
    Create Record

    Creates a new record.

    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
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About AppSheet

AppSheet is a no-code app development platform that lets you build desktop & mobile apps for your business from spreadsheet data.

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  • App Builder

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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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