Add new Capsule CRM opportunities to a Google Sheets spreadsheet
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
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.
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A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!