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Import sales opportunities from Google Sheets into Capsule CRM

  1. When this happensStep 1: New Spreadsheet Row

  2. Then do thisStep 2: Create 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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Connect Capsule CRM + Google Sheets in Minutes

It's easy to connect Capsule CRM + Google Sheets and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

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.

New Spreadsheet Row (Team Drive)

Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

New Spreadsheet

Triggered when you create a new spreadsheet.

InstantNew or Updated Spreadsheet Row

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

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.

InstantNew Spreadsheet Row

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

New or Updated Spreadsheet Row (Team Drive)

Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

New Worksheet

Triggered when you create a new worksheet in a spreadsheet.

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