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Capsule CRM + Google Sheets

Capsule CRM + Google Sheets

Capsule CRM + Google Sheets integrations

Create new Capsule CRM projects from new or updated rows in Google Sheets

Stay on top of your project management efficiently with this automation. Every time you add or alter data in your Google Sheets, this workflow instantly reflects those changes as new or updated projects in your Capsule CRM. This ensures that your data is always organized and updated across platforms, saving you from manually updating information. Enhance your data management process with this simple yet effective workflow.

  1. When this happens...
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreates a new Project.
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More things you can do with Google Sheets and Capsule CRM

Discover other triggers and actions you can use with Google Sheets and Capsule CRM

    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Instant
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Column_name
      Required
    • Index
    Action
    Write
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Use Timezone set up on the spreadsheet to format date values?
    Action
    Write
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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.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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