Capsule CRM
When this happens...
Capsule CRMCreate Opportunity

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.

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When this happens...
then do this!
New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

New Spreadsheet Row

Triggered when a new row is added to the bottom of a spreadsheet.

Create Worksheet

Create a blank worksheet with a title. Optionally, provide headers.

New or Updated Spreadsheet Row

Triggered when a new row is added or modified in a spreadsheet.

Create Spreadsheet Row

Create a new row in a specific spreadsheet.

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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.

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