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