Capsule CRM + Google Sheets

Create new Capsule CRM projects from new or updated rows in Google Sheets

Stay on top of your project management efficiently with this automation. Every time you add or alter data in your Google Sheets, this workflow instantly reflects those changes as new or updated projects in your Capsule CRM. This ensures that your data is always organized and updated across platforms, saving you from manually updating information. Enhance your data management process with this simple yet effective workflow.

Stay on top of your project management efficiently with this automation. Every time you add or alter data in your Google Sheets, this workflow instantly reflects those changes as new or updated projects in your Capsule CRM. This ensures that your data is always organized and updated across platforms, saving you from manually updating information. Enhance your data management process with this simple yet effective workflow.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggered when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Project

    Creates a new Project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    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 moreHelp

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 moreHelp

Related categories

  • Google
  • Spreadsheets

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