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Capsule CRM + Google Sheets integrations
Import projects from Google Sheets into Capsule CRM
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.
- When this happens...New Spreadsheet RowTriggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!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
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
Try ItTriggerPolling
- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column_nameRequired
- Index
ActionWrite
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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Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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