Capsule CRM + Gmail + Google Docs Integrations

How to connect Capsule CRM + Gmail + Google Docs

Zapier lets you send info between Capsule CRM and Gmail and Google Docs automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Start herearrow pointing down
Choose an Action
Choose an Action
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Do even more with Capsule CRM + Gmail + Google Docs

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 Capsule CRM, Gmail, and Google Docs. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write

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How Capsule CRM + Gmail + Google Docs Integrations Work

  1. Step 1: Authenticate Capsule CRM, Gmail, and Google Docs.
    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.
Connect apps
capsulecrm logo
capsulecrm logo

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 more

Related categories

  • CRM (Customer Relationship Management)

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gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

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  • Email
  • Google

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google-docs logo
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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!
Help

Related categories

  • Documents
  • Google

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