Capsule

Google Sheets + Capsule Integration

Query from Capsule CRM into Google Sheets  or Post data from Google Sheets into Capsule CRM

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, PayPal, etc. 


It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on. 

What is Capsule CRM?

CAPSULE CRM is for individuals, small businesses and sales teams wanting a simple, effective and affordable solution. Manage your contacts and their history. 

Capsule to Google Sheets: Use Case(s)

> Pull data from Capsule objects and store it into a spreadsheet - Query

> Push data from spreadsheet to Capsule - Post

Capsule

Sheet Director

Google Sheets

Setting up Capsule in Sheet Director

Choose App and Service:


Capsule Configuration


Capsule to Google Sheet - Query


Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Capsule - Post

Entity

Source Sheet

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)



Mapping

Sample Output

It will show the counts of number of records posted successfully and failed to post

Google Sheet to Capsule - Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Capsule.

Conflict Resolution: 

Capsule Wins: Latest data from Capsule will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Capsule.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Capsule Wins

Sample Output

Google Sheet Wins

Sample Output