Capsule CRM
When this happens...
Capsule CRMCreate 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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When this happens...
then do this!
New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

New Spreadsheet Row

Notifies your Zap when a new row is added to the bottom of a spreadsheet.

Create Worksheet

Create a blank worksheet with a title. Optionally, provide headers.

New or Updated Spreadsheet Row

Notifies your Zap when a new row is added or modified in a spreadsheet.

Create Spreadsheet Row

Create a new row in a specific spreadsheet.

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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.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

See Google Sheets Integrations