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Integrate Capsule CRM with Google Docs to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Capsule CRM with Google Docs - no code necessary. See how you can get setup in minutes.

Select a trigger from Capsule CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Capsule CRM, a trigger could be "New or Updated Project."

A trigger is the event that kicks off your automated workflow.

Setup an action from Google Docs

An action is what takes place after the automation is triggered. For example, with Google Docs, the action could be "Append Text to Document."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Capsule CRM to Google Docs

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Capsule CRM to Google Docs with a Zapier template.

Our most popular template

Add Capsule CRM contacts for CandidateZip parsed Google Docs documents
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Google Docs + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Create invoices in Google Docs and send via Gmail when new Capsule CRM opportunities are created
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Capsule CRM + Google Docs + Gmail

Add Capsule CRM contacts for CandidateZip parsed Google Docs documents

Google Docs + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create invoices in Google Docs and send via Gmail when new Capsule CRM opportunities are created

Capsule CRM + Google Docs + Gmail

Make work flow with AI

Level up your Capsule CRM to Google Docs integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Capsule CRM and Google Docs to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Capsule CRM and Google Docs to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Folder
Trigger
Scheduled
Try It
- Document Name
  Required
- New Document Name
  Required
- Folder
- Sharing Preference
- Unused Fields Preference
- Export Formats
Action
Write
- New Document Name
  Required
- Document Name
  Required
- Folder
- Export Formats
Action
Write
- Folder
- New Document Name
  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
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
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
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
- 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
New Document
Triggers when a new document is added (inside any folder).
Trigger
Scheduled
Try It
- Folder
- Document Name
  Required
- Text to Append
  Required
- Append Text on New Line?
Action
Write
- Document Name
  Required
- New Document Name
  Required
- Folder
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Folder
- New Document Name
  Required
- Document Name
  Required
- Export Formats
Action
Search or write

Learn how to automate Capsule CRM on the Zapier blog

Learn how to automate Google Docs on the Zapier blog

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.

Related categories

CRM (Customer Relationship Management)

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About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

Related categories

Similar apps

Formstack Documents

Documents

Quip

Documents

Zoho Writer

Content & Files, Zoho

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Explore Capsule CRM + Google Docs Integrations

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Explore Capsule CRM + Google Docs Integrations

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