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Capsule CRM + Google Sheets

Import sales opportunities from Google Sheets into Capsule CRM

While you can't import opportunities directly into Capsule, with this Zap you can set up a Google Sheets spreadsheet to take care of that for you. Just add a row of opportunity data to automatically and use it to create a new opportunity in your Capsule account.

While you can't import opportunities directly into Capsule, with this Zap you can set up a Google Sheets spreadsheet to take care of that for you. Just add a row of opportunity data to automatically and use it to create a new opportunity in your Capsule account.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

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

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Opportunity

    Creates a new Opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
capsulecrm logo
capsulecrm logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

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