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Import cases from Google Sheets into Capsule CRM

  1. When this happensStep 1: New Spreadsheet Row

  2. Then do thisStep 2: Create Case

While you can't import cases directly into Capsule, with this Zap you can setup a Google Sheet with rows of cases and use it to create cases in your Capsule account. Just turn on this Zap, then add the new cases to your spreadsheet or paste them in from an existing spreadsheet, and Zapier will add the data as new cases in your Capsule account.

How to set up your Google Sheet

In order to create the cases in Capsule you need to create a Google Sheet with columns for at least the following information:

  • ID or name or email address for the contact to link the cases to
  • Name of the case

Any additional fields are up to you.

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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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