When this happens...
Capsule CRMNew Opportunity
Then do this...
Google SheetsCreate Spreadsheet Row

If you need to track your new Capsule CRM opportunities in a Google Sheets spreadsheet, then Zapier is the integration tool you need. Once you setup this integration, Zapier will automatically create new Google Sheets rows from all new Capsule CRM opportunities, or you can set up this integration to only create new spreadsheet rows when opportunities reach a certain milestone.

It's a simple way to keep from copying and pasting data from Capsule CRM into a spreadsheet.

Note: This Zapier integration doesn't create new rows from existing Capsule CRM opportunities, only opportunities created after you've set it up.

How It Works

  1. A new Capsule CRM opportunity is created or an opportunity reaches a certain milestone
  2. Zapier adds that data to a Google Sheets spreadsheet as a new row

What You Need

  • A Capsule CRM account
  • A Google Sheets account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Capsule CRM + Google Sheets and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Capsule CRM
New Person

Triggers when a new person is added.

Capsule CRM
Create Task

Add a new task

Capsule CRM
New Task

Triggers when a new open task is added.

Capsule CRM
Create Organization

Create a new organization.

Capsule CRM
New Organization

Triggers when a new organization is added.

Capsule CRM
Create Person

Create a new person.

Capsule CRM
New Opportunity

Triggers when a new opportunity is added.

Capsule CRM
Create Tag on Party

Add a new tag on a specific party (person or organization)

Google Sheets
New or Updated Spreadsheet Row

Triggered when a new row is added or modified in a spreadsheet.

Capsule CRM
Create Case

Create a new case.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

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