Capsule in your spreadsheet
Import live, refreshable data from your Capsule CRM account in Microsoft Excel and Google Sheets.
Capsule is a smart, simple web-based customer relationship management (CRM) tool for managing all your company's relationships and interactions with customers and leads. This Capsule spreadsheet integration for Google Sheets and Microsoft Excel enables you to import data from your Capsule CRM account, like leads, contacts, companies and activities. This add-on will enable you to integrate on-demand, refreshable customer management data without leaving your spreadsheet.
For example, with this Excel and Google Sheets add-on you can:
- Import a list of your Capsule CRM opportunities, including first and last name, description, milestone, probability and value.
Flex.io makes it easy to create, use and share custom spreadsheet functions that import data from services you know and love. Click on the button below to use the Capsule function collection with Microsoft Excel or Google Sheets. Please note that you'll need a Capsule CRM account to use this integration.
Have questions? Need help with installation? Need other Capsule CRM functions for Microsoft Excel or Google Sheets? Chat with us; we're happy to help!
This integration for Microsoft Excel or Google Sheets includes the following functions:
Returns a list of opportunties from Capsule
||array||The properties to return (defaults to all properties). See "Notes" for a listing of the available properties.||false|
=FLEX("YOUR_TEAM_NAME/capsule-list-opportunities", "id, description, duration, duration_basis, value_amt, value_currency, probability")
The following properties are allowed:
id: the id of the opportunity
owner_id: the id of the owner of the opportunity
owner_username: the username of the owner of the opportunity
owner_name: the name of the owner of the opportunity
owner_pictureurl: the url for the picture profile for the owner of the opportunity
party_id: the id of the party for the opportunity
party_type: the type of party for the opportunity; either 'person' or 'organisation'
party_name: the name of the party for the opportunity
party_firstname: the first name of the party for the opportunity
party_lastname: the last name of the party for the opportunity
party_pictureurl: the url for the picture profile for the party for the opportunity
description: a description of the opportunity
duration: the duration of the opportunity
duration_basis: the time unit for the duration
milestone_id: the id of the milestone for the opportunity
milestone_name: the name of the milestone for the opportunity
probability: the probability of winning the opportunity
value_amt: the amount the opportunity is worth
value_currency: the currency type of the opportunity
created: the date the opportunity was created
updated: the date when the opportunity was last updated See here for more information about Capsule opportunity properties: https://developer.capsulecrm.com/v2/models/opportunity