Add new Capsule CRM opportunities to a Google Sheets spreadsheet

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: This Zap can't update existing opportunities in Capsule. It can only create brand new sales opportunities for existing contacts. It will also only create opportunities with the same milestone that you pre-define in the Zap.

How this Google Sheets-Capsule CRM integration works

1. A new row is added to your Google Sheet.
2. Zapier creates a new sales opportunity for it in your Capsule account.

Apps involved

• Google Sheets
• Capsule CRM

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:

• 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:

• Description
• 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.

Note that you need to be a Capsule admin to be able to create milestones.

Using a Google Sheets spreadsheet is an easy and convenient way to collate contact data from various sources. Zapier can automatically add this data into Capsule CRM as new people. You must have a row of column headers and at least one entry in your spreadsheet when you set up the integration. So to get started, simply create a spreadsheet with a row of column headings to match your data needs, and at least one row of data.

Once you set up this integration, new Google Sheet spreadsheet rows added from that point forward are individually added to Capsule CRM as new people.

Note: This Zapier integration doesn't create Capsule CRM people from Google Sheet spreadsheet rows that already exist in the spreadsheet, only rows added to the bottom of the spreadhsheet after you've set it up.

How It Works

1. A new spreadsheet row is added to the bottom of the Google Sheets spreadsheet
2. Zapier adds the data in that row to Capsule CRM as a new person

What You Need

• A Google Apps account
• A Capsule CRM account

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

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 integration, then add the new cases to your spreadsheet or paste them in from an existing spreadsheet, and Zapier will add the data as new Capsule CRM cases.

Note: This Zap can't update existing cases in Capsule. It can only create brand new cases for existing contacts.

How this Google Sheet-Capsule CRM integration works

1. A new row is added to your Google Sheet.
2. Zapier creates a new case for it in your Capsule account.

Apps involved

• Google Sheets
• Capsule CRM

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 email address for the contact to link the cases to
• Name of the case

Any additional fields are up to you.