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DocSend + Smartsheet + Capsule CRM Integrations

How to connect DocSend + Smartsheet + Capsule CRM

Zapier lets you send info between DocSend and Smartsheet and Capsule CRM automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with DocSend + Smartsheet + Capsule CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocSend, Smartsheet, and Capsule CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • DocSend triggers, actions, and search

    New Space Created

    This trigger fires when you create a new Space in DocSend.

    Trigger
    Instant
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    • Document

    • 100% Completion

    Trigger
    Instant
    Try It
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It

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How DocSend + Smartsheet + Capsule CRM Integrations Work

  1. Step 1: Authenticate DocSend, Smartsheet, and Capsule CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About DocSend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
Learn more

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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.

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