Connect Capsule CRM and Google Docs integrations
Connect Capsule CRM and Google Docs with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Capsule CRM and Google Docs to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
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Popular Capsule CRM and Google Docs workflows.
Looking to get more out of Capsule CRM and Google Docs? With Make you can visually integrate Capsule CRM and Google Docs into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this example Spreadsheet and this example Google Doc.
Easily edit the Resume with relevant details from Google sheets
The document template is found on Google Docs
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new opportunity in Capsule CRM. The template uses this example spreadsheet.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new person in Capsule CRM. The template uses this example spreadsheet.
Use this template to automatically create Google Docs meeting notes and a Calendar event when a job applicant schedules a Calendly event.
The template works with the following Airtable base.
It also works with this Google Docs meeting notes template. {{ }} brackets enfold the text that will be dynamically replaced with Airtable field values.
Build your Capsule CRM and Google Docs integrations.
Create custom Capsule CRM and Google Docs workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new party, opportunity or case custom field.
Creates a new Google document by adding the content of HTML format.
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
Creates a new opportunity milestone.
Creates a new party.
Defines a new party, opportunity or case tag.
Connect any app with Capsule CRM and Google Docs
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