Maintain updated Capsule CRM contacts by creating spreadsheets in Google Sheets for each new or updated contact
Easily keep track of your Capsule CRM contacts with this workflow. Whenever a contact is added or updated in Capsule CRM, it seamlessly populates your Google Sheets spreadsheet with the new information. Perfect for maintaining a well-organized contact list, it eliminates the need for manual data entry and ensures your records stay up to date.
Easily keep track of your Capsule CRM contacts with this workflow. Whenever a contact is added or updated in Capsule CRM, it seamlessly populates your Google Sheets spreadsheet with the new information. Perfect for maintaining a well-organized contact list, it eliminates the need for manual data entry and ensures your records stay up to date.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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