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Capsule CRM + Google Slides

Create Google Slides presentations from new or updated Capsule CRM opportunities

Keep your sales presentations up-to-date with this efficient workflow between Capsule CRM and Google Slides. Whenever a new or updated opportunity arises in Capsule CRM, a presentation will be created from a template in Google Slides, ensuring your team always has relevant and current information at their disposal. Stay organized and enhance your sales process with this automation.

Keep your sales presentations up-to-date with this efficient workflow between Capsule CRM and Google Slides. Whenever a new or updated opportunity arises in Capsule CRM, a presentation will be created from a template in Google Slides, ensuring your team always has relevant and current information at their disposal. Stay organized and enhance your sales process with this automation.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Google SlidesGoogle Slides
    Create Presentation From Template

    Creates a new presentation based on an existing one and can replace any placeholder variables found in your template presentation, like {{name}}, {{email}}, etc.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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google-slides logo
google-slides logo

About Google Slides

Google Slides allows you to create, edit, and share presentations with anyone, online, for free.

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