Connect Capsule CRM to Google Sheets
Send Capsule CRM opportunities, tasks, projects and 13 more data types to Google Sheets on a schedule. Filter by date. Refresh as often as every 15 minutes.
Capsule CRM reporting
How to connect Capsule CRM and Google Sheets
4 steps. You can preview the Capsule CRM data in Coupler.io before anything reaches Google Sheets.
Step 1 of 4
Connect Capsule CRM
Enter your Capsule CRM bearer token. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Capsule CRM data you want in Google Sheets.
Show 8 more data types Show fewer data types
Step 3 of 4
Connect Google Sheets
Sign in with your Google account, then pick the spreadsheet and sheet for the Capsule CRM data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Google Sheets. Run it as often as every 15 minutes.
Each run clears the previously imported area and writes fresh Capsule CRM data.
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16 data types, including Opportunities, Tasks, Projects, Users and Parties.
With your Capsule CRM bearer token, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
Only the target area of the Opportunities tab is rewritten. Keep formulas, pivot tables and charts in other tabs, or outside the target range, and they stay intact.
Google Sheets allows up to 10 million cells per spreadsheet across all tabs, so the row limit depends on how many columns you export.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Google Sheets.
