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Capsule CRM + Zoho Sheet

Create rows in Zoho Sheet for new or updated opportunities in Capsule CRM

Effortlessly track your Capsule CRM opportunities in Zoho Sheet by utilizing this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding row will be created in your chosen Zoho Sheet, ensuring a seamless, organized record of your sales pipeline. This automates your data management process and keeps you ahead of the game.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create RowTriggers when a new row is created in a specified worksheet.
ActionWrite

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More things you can do with Capsule CRM and Zoho Sheet

Discover other triggers and actions you can use with Capsule CRM and Zoho Sheet

- 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
New Workbook
Triggers when a new workbook is created.
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
- Column
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Column
  Required
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Workbook
  Required
- Worksheet Name
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet Name
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- Search From End
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
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Workbook
  Required
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- Search From End
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

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About Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.

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Spreadsheets

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Related Zap Templates

Create rows in Zoho Sheet for new or updated Capsule CRM contacts

Related Zap Templates

Create rows in Zoho Sheet for new or updated Capsule CRM contacts