Capsule CRM + Google Sheets

Track new or updated Capsule CRM opportunities by creating rows in Google Sheets

Effortlessly track new or updated opportunities in your Capsule CRM by adding them to a Google Sheets spreadsheet. This automation streamlines your sales pipeline management by ensuring that every time an opportunity is created or modified in Capsule CRM, the corresponding data is captured in a dedicated spreadsheet row. Stay organized and save time with this efficient workflow that keeps your sales information up-to-date and easily accessible.

Effortlessly track new or updated opportunities in your Capsule CRM by adding them to a Google Sheets spreadsheet. This automation streamlines your sales pipeline management by ensuring that every time an opportunity is created or modified in Capsule CRM, the corresponding data is captured in a dedicated spreadsheet row. Stay organized and save time with this efficient workflow that keeps your sales information up-to-date and easily accessible.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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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
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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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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