Smartsheet + Capsule CRM Integration

Connect Smartsheet to Capsule CRM in 1 click

Integrate Smartsheet + Capsule CRM For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Smartsheet + Capsule CRM Workflows

Create Capsule CRM person for new Smartsheet row

Automatically creating Capsule CRM person records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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Create Capsule CRM organisation for new Smartsheet row

Smartsheet + Capsule CRM Integration

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Create Smartsheet row for new Capsule CRM person

When a new person is created in your Capsule CRM, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

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Create Smartsheet row for new Capsule CRM organisation

Capsule CRM + Smartsheet Integration

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Create Smartsheet row for new Capsule CRM opportunity

Capsule CRM + Smartsheet Integration

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When Row is added in Smartsheet > Create person in Capsule CRM > Create person in Capsule CRM

When Row is added in Smartsheet then Create person in Capsule CRM and Create person in Capsule CRM

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When Row is added in Smartsheet > Create person in Capsule CRM > Create opportunity in Capsule CRM

Smartsheet + Capsule CRM Integration

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When Row is added in Smartsheet > Check any condition > Create person in Capsule CRM

Smartsheet + Capsule CRM Integration

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Create Automation

Row is added in Smartsheet
Row is updated in Smartsheet
Attachment is added in Smartsheet
Comment is added in Smartsheet
Person is created in Capsule CRM Instant
Person is updated in Capsule CRM Instant
Task is created in Capsule CRM Instant
Task is updated in Capsule CRM Instant
Opportunity is created in Capsule CRM Instant
Opportunity is updated in Capsule CRM Instant
Case is created in Capsule CRM Instant
Case is updated in Capsule CRM Instant
Organisation is created in Capsule CRM Instant
Organisation is updated in Capsule CRM Instant

Search row in Smartsheet
Update row in Smartsheet
Add row in Smartsheet
Send row in Smartsheet
Copy row in Smartsheet
Move row in Smartsheet
Add discussion to row in Smartsheet
Create sheet from a template in Smartsheet
Share sheet in Smartsheet
Create sheet from existing sheet in Smartsheet
Send sheet in Smartsheet
Create workspace in Smartsheet
Copy workspace in Smartsheet
Share workspace in Smartsheet
Copy folder in Smartsheet
Create person in Capsule CRM
Search person in Capsule CRM
Create opportunity in Capsule CRM
Search opportunity in Capsule CRM
Create task in Capsule CRM
Add note to entity in Capsule CRM
Create organisation in Capsule CRM
Search organisation in Capsule CRM
Search person or organisation in Capsule CRM
Add tag to entity in Capsule CRM
Create case in Capsule CRM
Search case in Capsule CRM
Search milestone in Capsule CRM

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Integrate Smartsheet & Capsule CRM In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Smartsheet & Capsule CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Smartsheet & Capsule CRM With 1100+ Other Apps

Smartsheet makes work smarter, faster and easier. With the largest ecosystem of connected apps, any team can turn data into actionable insight, make smarter decisions, and deliver better business outcomes.

See Smartsheet Integrations

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations