Capsule CRM + Google Sheets
Create tasks in Capsule CRM for new or updated rows in Google Sheets
When a new or updated row is detected in your Google Sheets, this automation workflow creates a corresponding task in your Capsule CRM. This way, you never miss a beat when tracking and managing your tasks based on the latest data. It streamlines your process, ensuring you are always up-to-date without the manual hassle.
When a new or updated row is detected in your Google Sheets, this automation workflow creates a corresponding task in your Capsule CRM. This way, you never miss a beat when tracking and managing your tasks based on the latest data. It streamlines your process, ensuring you are always up-to-date without the manual hassle.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Task
Creates a new Task.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
