Import projects from Google Sheets into Capsule CRM

First, we need to connect Google Sheets and Capsule CRM to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Google Sheets to Zapier.

  Give Zapier access to your Google Sheets account, using Google Sheets credentials.

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  Connect Capsule CRM to Zapier.

  Give Zapier access to your Capsule CRM account, using Capsule CRM credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Google Sheets

  Choose the following trigger: New Spreadsheet Row (Triggered when a new row is added to the bottom of a spreadsheet.).

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  Then set up an Action for Capsule CRM

  Choose this action: Create Project (Creates a new Project.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Google Sheets and Capsule CRM.

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  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!