Import sales opportunities from Google Sheets into Capsule CRM
When this happensStep 1: New Spreadsheet Row
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:
- 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.