Capsule CRM + Smartsheet

Capsule CRM + Smartsheet integrations

Send rows to Smartsheet for new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities and streamline your project management with this efficient workflow. Whenever a new or updated opportunity occurs in Capsule CRM, a row will be sent to Smartsheet, ensuring your team's tasks remain up-to-date. This seamless process improves collaboration, saves time, and allows you to focus on maximizing your business potential.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send RowSend a row via email.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and Smartsheet

Discover other triggers and actions you can use with Capsule CRM and Smartsheet

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Choose a Sheet
  Required
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Sheet
  Required
- Column
  Required
- Parent Row
Action
Write
- Destination
  Required
- Sheet to Copy
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row ID
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet ID
  Required
- Query
  Required
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
- Select a Report
  Required
Trigger
Polling
Try It
- Workspace Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Source Workspace
- Source Folder
  Required
- Destination Workspace
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write
- Workspace
  Required
- New Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet ID
  Required
- Row ID
  Required
Action
Search

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

HelpHelp

Related categories

Spreadsheets

Similar apps

MySQL

Databases

Zoho Creator

App Builder, Zoho

Knack

Databases

Related Zap Templates

Add or update Capsule CRM contacts and send rows to Smartsheet

Add and update Capsule CRM opportunities as rows in Smartsheet sheets