Connect Google Sheets and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Spreadsheet Row
New Spreadsheet
New Worksheet
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Google Sheets and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Spreadsheet Row
Runs when spreadsheet row is added or updated
New Spreadsheet
Runs when a new spreadsheet is created.
New Worksheet
Triggers when a new worksheet is created within the selected Spreadsheet.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
Do thisActions
Action is the task that follows automatically within your Google Sheets integrations.
Update Spreadsheet Row
Update columns in sheet row
List Sheet Rows
Retrieve rows from a Google Sheets tab as objects with row numbers; supports optional headers, offset/limit paging, and listing from the last row.
Delete Row
Delete a row from a sheet.
Add Row To Sheet
Insert row with column values
Lookup Spreadsheet Rows
Find rows in a Google Sheet that match a column value or an advanced filter.
Copy Subsheet
Creates a new sheet by copying an existing sheet from a spreadsheet.
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Step by step guides to integrate Google Sheets and Capsule CRM
Frequently Asked Questions
To start, connect both your Google Sheets and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Sheets triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Google Sheets data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Google Sheets and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Google Sheets and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Google Sheets
Google Sheets is a cloud-based spreadsheet tool that lets users create, edit, and organize data online. It supports real-time collaboration, allowing multiple users to work on the same file simultaneously. It also includes tools for data analysis, charts, and easy sharing.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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