Capsule CRM + Google Sheets

Create Google Sheets rows for new or updated Capsule CRM projects

Stay organized and easily track your projects with this Capsule CRM and Google Sheets integration. When a new or updated project is recorded in Capsule CRM, this workflow will automatically create a new row in a specified Google Sheets spreadsheet. Save time and effort by seamlessly maintaining an up-to-date record of all your projects without manual data entry.

Stay organized and easily track your projects with this Capsule CRM and Google Sheets integration. When a new or updated project is recorded in Capsule CRM, this workflow will automatically create a new row in a specified Google Sheets spreadsheet. Save time and effort by seamlessly maintaining an up-to-date record of all your projects without manual data entry.

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

    Triggers when a given action is performed on a Project.

    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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