Capsule CRM + Google Sheets
Create contacts in Capsule CRM from new or updated rows in Google Sheets
Keep your customer relationship management in Capsule CRM up-to-date with this workflow. Whenever there's a new or updated row in your Google Sheets, the workflow will create a contact based on those details in Capsule CRM, saving you from the manual data entry. This allows you to focus more on building relationships and less on administrative tasks.
Keep your customer relationship management in Capsule CRM up-to-date with this workflow. Whenever there's a new or updated row in your Google Sheets, the workflow will create a contact based on those details in Capsule CRM, saving you from the manual data entry. This allows you to focus more on building relationships and less on administrative tasks.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
