Capsule CRM Integrations
Do More With Capsule CRM
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:
- 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.
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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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:
Creates a new Case.
Creates a new Person / Organisation.
Creates a new Opportunity.
Creates a new Task.
Adds a Note to an Entity.
Adds a Tag to an Entity.
Triggers when a given action is performed on a Contact.
Triggers when a given action is performed on an Opportunity.
Triggers when a given action is performed on a Case.
Triggers when a given action is performed on a Task.
Finds a Case.
Finds a Contact.
Finds a Opportunity.