How to integrate Google Sheets with Capsule CRM to update a task in Capsule CRM when a row is updated in Google Sheets

Step 1: Integrate Google Sheets and Capsule CRM with My Apps

First, register Google Sheets and Capsule CRM with My Apps to integrate them with Yoom.

1. In the Yoom management screen, select "My Apps" on the left side and click "+ New Connection".

2. In the following screen, search for Google Sheets and Capsule CRM respectively and proceed to the next screen.

For Google Sheets

・Click "Sign in with Google" on the above screen and select the account to integrate.

・Confirm the account and click "Next".

・Click "Continue" to complete the registration with My Apps.

For Capsule CRM

・Enter the Site address above and click "Continue", then select "Allow" on the following screen to complete the registration with My Apps.

Step 2: Copy the Template

Copy the template to integrate Google Sheets and Capsule CRM.

1. Open the link below.

2. Clicking "Try this template" will complete the copy.

Step 3: Setting up the Trigger Google Spreadsheet

Set up the trigger action that initiates the flow.
This flow is triggered when a row is updated in Google Spreadsheet.

1. Select "My Projects" in the Yoom management screen and click "Update Capsule CRM task when a row is updated in Google Spreadsheet".
*The template title can be changed on the next screen.

2. Click "App Trigger When a row is updated".

3. Verify the account linked with Google Spreadsheet and click "Next".
*Other items are set by default.

4. Set the trigger interval and Google Spreadsheet settings.
*Trigger intervals of 5, 10, 15, 30, and 60 minutes are available, and the selectable time varies by plan.
*For each selected interval, the trigger action is checked in the app, and when the action is executed, the flow bot is activated. For immediate reflection of updates in Capsule CRM, a shorter interval setting is recommended.
*Spreadsheet ID and Sheet ID can be selected from "Candidates" displayed by clicking the frame.

*In this case, a Google Spreadsheet is created as shown below for testing. This flow assumes that the Task ID of Capsule CRM is registered in Google Spreadsheet. By combining it with a flow that adds a task to Capsule CRM when a row is added in Google Spreadsheet or a flow that adds a new task to Google Spreadsheet when a new task is created in Capsule CRM, you can register the Task ID linked to Google Spreadsheet.

5. After completing the settings above, conduct a test and save if successful.

Step 4: Setting to Update Capsule CRM Task

Finally, set up to update Capsule CRM task information based on the information obtained from Google Spreadsheet.

1. Click "Update Task to integrate with the app".

2. Verify the account linked with Capsule CRM and click "Next".
*Other items are set by default.

3. Set the Task ID and the items to be updated, and conduct a test.
*Task ID can be selected from "When a row is updated" in the output displayed by clicking the frame. (Values are displayed in double brackets) Items to be updated can also be selected from the output. You can also directly input fixed phrases.

4. When the test is successful, the task information in Capsule CRM will be updated.
If there are no issues, save it.

5. When the trigger is turned ON, any row updates in Google Spreadsheet will automatically be reflected in the Capsule CRM task.

If you have any questions about the flow introduced, please check the help page.

Other Automation Examples Using Google Sheets and Capsule CRM

There are many other examples of automation using Google Sheets and Capsule CRM on Yoom, so here are a few to introduce.

1. Delete Capsule CRM Tasks When a Row is Updated in Google Sheets

When a task is completed, you can update the information in Google Sheets to automatically delete the task in Capsule CRM.
By using this integration, you can reduce the burden of task deletion work and prevent any omissions in deletion.

2. Create a project in Capsule CRM when a row is added in Google Sheets

By integrating Google Sheets with Capsule CRM, you can centrally manage project creation.
Utilizing this integration will streamline the reflection of project information, enabling members to proceed with their tasks smoothly.

3. Notify Slack when a row is updated in Google Sheets

You can automatically notify the completion of updates in Google Sheets.
This integration saves you the trouble of manually reporting task completion and prevents any communication lapses with your supervisor.

Summary

When managing tasks with Google Sheets and Capsule CRM, transferring information becomes a challenge.
However, by integrating these tools, you can reduce manual data entry and enable smooth information sharing.
This also helps prevent human errors during data transfer and reduces the burden of task management.
The integration of Google Sheets and Capsule CRM can be achieved without coding by using Yoom.
You can implement it by simply following the steps introduced in this article, so take this opportunity to incorporate automation and achieve centralized task management.