Import sales opportunities from Google Sheets into Capsule CRM
Google Sheets + Capsule CRM
Capsule CRM
Capsule CRM Integrations
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Capsule CRM Integration Details
Launched on Zapier:
The following Capsule CRM Triggers, Searches, and Actions are supported by Zapier:
Triggers
InstantNew or Updated Case
Triggers when a given action is performed on a Case.
InstantNew or Updated Contact
Triggers when a given action is performed on a Contact.
InstantNew or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
InstantNew or Updated Task
Triggers when a given action is performed on a Task.
Actions
Create Case
Creates a new Case.
Create Contact
Creates a new Person / Organisation.
Add Tag to Entity
Adds a Tag to an Entity.
Create Opportunity
Creates a new Opportunity.
Add Note to Entity
Adds a Note to an Entity.
Create Task
Creates a new Task.
Searches
Find Case
Finds a Case.
Find Contact
Finds a Contact.
Find Opportunity
Finds a Opportunity.
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