Add Cases to Capsule CRM from a Google Sheets spreadsheet

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 integration, then add the new cases to your spreadsheet or paste them in from an existing spreadsheet, and Zapier will add the data as new Capsule CRM cases.

Note: This Zap can't update existing cases in Capsule. It can only create brand new cases for existing contacts.

How this Google Sheet-Capsule CRM integration works

  1. A new row is added to your Google Sheet.
  2. Zapier creates a new case for it in your Capsule account.

Apps involved

  • Google Sheets
  • Capsule CRM

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

Any additional fields are up to you.

Add Cases to Capsule CRM from a Google Sheets spreadsheet
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Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

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