An automated workflow using zapier
Connects Google Sheets + Capsule CRM
Import projects from Google Sheets into Capsule CRM
About this workflow template
This automation scenario allows you to connect Google Sheets and Capsule CRM
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Sheets and Capsule CRM can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Google Sheets
New Spreadsheet Row in Google Sheets
Triggers when a new row is added to the bottom of a spreadsheet.
Then this action happens in Capsule CRM
Create Project in Capsule CRM
Creates a new Project.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Import projects from Google Sheets into Capsule CRM.
Part I
Configure Applications
First, we need to connect Google Sheets and Capsule CRM to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Connect Capsule CRM to Zapier.
Give Zapier access to your Capsule CRM account, using Capsule CRM credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Google Sheets
Choose the following trigger: New Spreadsheet Row (Triggers when a new row is added to the bottom of a spreadsheet.).
Then set up an Action for Capsule CRM
Choose this action: Create Project (Creates a new Project.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and Capsule CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Import projects from Google Sheets into Capsule CRM!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggers when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggers when a new spreadsheet is created.
triggerbyzapierautomateio
Create contact
Creates a new Person or Organisation.
actionbyzapierpabbly-connectCreate opportunity
Creates a new Opportunity.
actionbyzapierintegratelypabbly-connectCreate a party
Creates a new party.
actionbyintegromatCreate project
Creates a new Project.
actionbyzapierCreate task
Creates a new Task.
actionbyzapierintegratelypabbly-connectCreate a task
Creates a new task.
actionbyintegromat
Apps you need
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
