Capsule CRM

Capsule CRM Integrations

  • Import sales opportunities from Google Sheets into Capsule CRM

    While you can't import opportunities directly into Capsule, with this Zap you can setup a Google Sheet with rows of opportunities and use it to create opportunities in your Capsule account.

    Note that this automation will only create opportunities with the same milestone that you pre-define in the Zap.

    How to set up your Google Sheet

    In order to create the opportunities in Capsule you need to create a Google Sheet with columns for at least the following information:

    • Name or ID or email address for the contact to link the opportunity to
    • Name of the opportunity

    Any additional fields are up to you. The standard Capsule opportunity fields include:

    • Description
    • Expected Value
    • Expected Close Date

    Setup in Capsule

    Before you can create opportunities you need to have your milestones setup. To set them up, go to your Capsule Settings > Opportunity Milestones and create them from there.

    Note that you need to be a Capsule admin to be able to create milestones.

  • Get email alerts for new Capsule tasks assigned to you

    By default, Capsule has the option to send a daily task reminder email with all the tasks that are due on that day. However, if you'd like to be notified of tasks that have been assigned to you, then this is the automation for you. Use this integration to be notified via email each time a task is created for you.

    Notes: You will need to setup a separate Zap like this for each user who wants to be notified of their new tasks. This template has been set up to work with tasks that have a due date but not a due time. If you need it to work with tasks that have a specified due time, that field is called dueDateTime.

  • Import cases from Google Sheets into Capsule CRM

    While you can't import cases directly into Capsule, with this Zap you can setup a Google Sheet with rows of cases and use it to create cases in your Capsule account. Just turn on this Zap, then add the new cases to your spreadsheet or paste them in from an existing spreadsheet, and Zapier will add the data as new cases in your Capsule account.

    How to set up your Google Sheet

    In order to create the cases in Capsule you need to create a Google Sheet with columns for at least the following information:

    • ID or name or email address for the contact to link the cases to
    • Name of the case

    Any additional fields are up to you.

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Capsule CRM Integration Details

Launched on Zapier December 8, 2011

Zapier combines Triggers (like "New or Updated Contact") and Actions (like "Create Case") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Capsule CRM Triggers, Searches, and Actions are supported by Zapier:

Create Case

Creates a new Case.

Create Contact

Creates a new Person / Organisation.

Create Opportunity

Creates a new Opportunity.

Create Task

Creates a new Task.

Add Note to Entity

Adds a Note to an Entity.

Add Tag to Entity

Adds a Tag to an Entity.

New or Updated Contact

Triggers when a given action is performed on a Contact.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Case

Triggers when a given action is performed on a Case.

New or Updated Task

Triggers when a given action is performed on a Task.

Find Case

Finds a Case.

Find Contact

Finds a Contact.

Find Opportunity

Finds a Opportunity.

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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.