Capsule CRM + Microsoft Excel
Add rows in Microsoft Excel for new or updated projects in Capsule CRM
Keep your project information organized and up-to-date with this efficient automation. When a new or updated project is detected in your Capsule CRM app, a row will be added to a Microsoft Excel spreadsheet, ensuring all project details are easily accessible in one place. Save time and effort by streamlining your project management tasks with this seamless workflow.
Keep your project information organized and up-to-date with this efficient automation. When a new or updated project is detected in your Capsule CRM app, a row will be added to a Microsoft Excel spreadsheet, ensuring all project details are easily accessible in one place. Save time and effort by streamlining your project management tasks with this seamless workflow.
- When this happens...New or Updated Project
Triggers when a given action is performed on a Project.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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