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.
- New Spreadsheet Row (Team Drive)Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.Trigger
- New Spreadsheet RowTriggered when a new row is added to the bottom of a spreadsheet.Trigger
- New SpreadsheetTriggered when you create a new spreadsheet.Trigger
- New or Updated Spreadsheet Row (Team Drive)Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.Trigger
- New or Updated Spreadsheet RowTriggered when a new row is added or modified in a spreadsheet.Trigger
- New WorksheetTriggered when you create a new worksheet in a spreadsheet.Trigger
- Create Spreadsheet ColumnCreate a new column in a specific spreadsheet.Action
- Create Spreadsheet RowCreate a new row in a specific spreadsheet.Action
- Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
- Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
- Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
- Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
- Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
- Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
- Google Sheets
Finds many matched rows (10 max.) by a column and value.
Scheduled
Action
- Google Sheets
Returns many rows (20 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
- Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action
- Capsule CRM
Triggers when a given action is performed on a Project.
Instant
Trigger
- Capsule CRM
Triggers when a given action is performed on an Opportunity.
Instant
Trigger
- Capsule CRM
Triggers when a given action is performed on a Contact.
Instant
Trigger
- Capsule CRM
Triggers when a given action is performed on a Task.
Instant
Trigger
- Capsule CRM
Creates a new Project.
Scheduled
Action
- Capsule CRM
Adds a Note to an Entity.
Scheduled
Action
- Capsule CRM
Adds a Tag to an Entity.
Scheduled
Action
- Capsule CRM
Creates a new Opportunity.
Scheduled
Action
- Capsule CRM
Creates a new Person / Organisation.
Scheduled
Action
- Capsule CRM
Creates a new Task.
Scheduled
Action
- Capsule CRM
Finds a Project.
Scheduled
Action
- Capsule CRM
Finds a Milestone.
Scheduled
Action
- Capsule CRM
Finds a Opportunity.
Scheduled
Action
- Capsule CRM
Finds a Contact.
Scheduled
Action
- Capsule CRM
Find a Project, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Contact, or Create if one does not exist.
Scheduled
Action
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