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
- A new Capsule CRM opportunity is created or an opportunity reaches a certain milestone
- Zapier adds that data to a Google Sheets spreadsheet as a new row
What You Need
- A Capsule CRM account
- A Google Sheets account
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Import sales opportunities from Google Sheets into Capsule CRM
While you can't import opportunities directly into Capsule, with this Zap you can setup a Google Sheet with rows of opportunities and use it to create opportunities in your Capsule account.
Note that this automation will only create opportunities with the same milestone that you pre-define in the Zap.
How to set up your Google Sheet
In order to create the opportunities in Capsule you need to create a Google Sheet with columns for at least the following information:
- Name or ID or email address for the contact to link the opportunity to
- Name of the opportunity
Any additional fields are up to you. The standard Capsule opportunity fields include:
- Expected Value
- Expected Close Date
Setup in Capsule
Before you can create opportunities you need to have your milestones setup. To set them up, go to your Capsule Settings > Opportunity Milestones and create them from there.
Import cases 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.
It's easy to connect Capsule CRM + Google Sheets and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Notifies your Zap when a new row is added to the bottom of a spreadsheet.
Create a blank worksheet with a title. Optionally, provide headers.
Notifies your Zap when a new row is added or modified in a spreadsheet.
Create a new row in a specific spreadsheet.