Capsule CRM + Google Sheets

Create new Capsule CRM contacts from new or updated Google Sheets rows in team drive

Easily manage your contacts within your CRM through a streamlined process. When a new or updated row appears in your Google Sheets on the Team Drive, this workflow takes it from there, instantly creating a new contact in your Capsule CRM. This ensures that your contact information stays updated, saving you precious time and enhancing productivity. Make your CRM updates efficient and effortless with this simple yet powerful tool.

Easily manage your contacts within your CRM through a streamlined process. When a new or updated row appears in your Google Sheets on the Team Drive, this workflow takes it from there, instantly creating a new contact in your Capsule CRM. This ensures that your contact information stays updated, saving you precious time and enhancing productivity. Make your CRM updates efficient and effortless with this simple yet powerful tool.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row (Team Drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    TriggerScheduled
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    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
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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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