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Capsule CRM + Google Forms

Add notes to Capsule CRM entities for new Google Forms responses

Effortlessly streamline your lead management process with this workflow that connects Google Forms to Capsule CRM. Whenever there's a new form response in Google Forms, a note will be added to the corresponding entity in Capsule CRM. This way, you can efficiently keep track of important information from potential leads without manually transferring the data.

Effortlessly streamline your lead management process with this workflow that connects Google Forms to Capsule CRM. Whenever there's a new form response in Google Forms, a note will be added to the corresponding entity in Capsule CRM. This way, you can efficiently keep track of important information from potential leads without manually transferring the data.

  1. When this happens...
    Google FormsGoogle Forms
    New Form Response

    Triggers when a new form response is received.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Add Note to Entity

    Adds a Note to an Entity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
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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.
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Related categories

  • CRM (Customer Relationship Management)

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About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

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