Integrate Capsule CRM with Google Sheets

Send information between Capsule CRM and Google Sheets automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Capsule CRM and Google Sheets using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Person

Triggers when a new person is created on Capsule CRM

New User

Triggers when a new user is added

New Task

Triggers when a new open task is created

New Opportunity

Triggers when a new opportunity is created

New Case

Triggers when a new case is created

New Organization

Triggers when a new organization is created

Worksheet created

Triggers when a new worksheet is created in the selected spreadsheet

Row added - Old version

Triggers when a new row is added to the bottom of the selected worksheet. (Will be deprecated soon)

Row added - New version

Triggers when a new row is added to the bottom of the selected worksheet

Spreadsheet created

Triggers when a new spreadsheet is created

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Person

Creates a new person on Capsule CRM

Create Task

Creates a new task

Create Case

Creates a new case

Find person

Finds the details of the specified person by ID

Create row - Old version

Creates a new row in the selected worksheet. (Will be deprecated soon)

Create spreadsheet

Creates a new spreadsheet

Create row - New version

Creates a new row in the selected worksheet

Update row - Old version

Updates the specified row in the selected worksheet. (Will be deprecated soon)

Update row - New version

Updates the specified row in the selected worksheet

Fetch row - New version

Fetches an existing row by the given value

Fetch row - Old version

Fetches an existing row by the given value. (Will be deprecated soon)

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is Google Sheets?

Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily.

Google Popular Spreadsheet

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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