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Customize your Capsule CRM and Google Sheets integration with the following
triggers and actions.
Triggers
When this happens…
Capsule CRM
- New opportunityNew opportunity in Capsule CRM
- New organizationNew organization in Capsule CRM
- New opportunity from a specific partyNew party opportunity in Capsule CRM
- New personNew person in Capsule CRM
Any other trigger you can think up
Google Sheets
- New row in sheet in My DriveNew row in a sheet in Google Sheets
- New row in sheet in My Drive Real-timeNew row in a sheet in Google Sheets
- New row in sheet in Team DriveNew row in a sheet in Google Sheets
- New/updated row in sheet in Team DriveNew/updated row in a sheet in Google Sheets
- New/updated row in sheet in My DriveNew/updated row in a sheet in Google Sheets
- New/updated row in sheet in My Drive Real-timeNew/updated row in a sheet in Google Sheets
Any other trigger you can think up
Actions
Do this…
Capsule CRM
- Add opportunityAdd opportunity to Capsule CRM
- Add organizationAdd organization to Capsule CRM
- Add personAdd person to Capsule CRM
- Search organizations Batchsearch organizations in Capsule CRM
- Search people Batchsearch people in Capsule CRM
- Update opportunityUpdate opportunity to Capsule CRM
- Update organizationUpdate organization to Capsule CRM
- Update personUpdate person to Capsule CRM
Any other action you can think up
Google Sheets
- Custom actionCustom action in Google Sheets (Custom)
- Add rows in bulk BatchAdd multiple rows in a sheet in Google Sheets
- Add rowAdd a new row in a sheet in Google Sheets
- Get rows BatchGet rows from sheet in Google Sheets
- Search rows BatchSearch rows in a sheet in Google Sheets
- Update rows in bulk BatchUpdate multiple rows in a sheet in Google Sheets
- Update rowUpdate a row in a sheet in Google Sheets
- Update row using row ID (old version)Update a row using row ID in a sheet in Google Sheets
Any other action you can think up
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