Google Sheets integration with Capsule CRM
How to Import sales opportunities from Google Sheets into Capsule CRM
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Import sales opportunities from Google Sheets into Capsule CRM" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Capsule CRM integrations
By default, Capsule has the option to send a daily task reminder email with all the tasks that are due on that day. However, if you'd like to be notified of tasks tha...
Capsule CRM actions
Nekton can use any feature that is available in Capsule CRM API.
Using our advanced AI, you can easily create custom automations for Capsule CRM.
Here are some typical actions you can do in your automated workflows.
Create Project
Creates a new Project.
Add Tag to Entity
Adds a Tag to an Entity.
Create Contact
Creates a new Person or Organisation.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find Project
Finds a Project.
Find Opportunity
Finds a Opportunity.
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.