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Capsule CRM
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Google Sheets
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Microsoft Excel

Capsule in your spreadsheet

Use live, refreshable data from Capsule CRM in Microsoft Excel and Google Sheets

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About

Capsule is a smart, simple web-based customer relationship management (CRM) tool for managing all your company’s relationships and interactions with customers and opportunities. With this spreadsheet integration for Google Sheets and Microsoft Excel, you can import and query current data from your Capsule CRM account, like contacts, companies, opporunities and activities.

Highlights

  1. Interactively search and filter your Capsule CRM data
  2. Query and analyze your sales pipeline
  3. Lookup and track current opportunities and activity
  4. Lookup information for a list of contacts
  5. Enrich your spreadsheet with data from Capsule CRM
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Documentation

Need help with a Capsule CRM function? Check out the Capsule CRM functions and syntax documentation.

View Capsule CRM functions

Need help?

Have questions? Need help getting started? Need other Capsule CRM templates or functions for Microsoft Excel or Google Sheets? Chat with us; we're happy to help!