Overview
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.
What you can do
With this integration, you can:
- Interactively search and filter your Capsule CRM data
- Query and analyze your sales pipeline
- Lookup and track current opportunities and activity
- Lookup information for a list of contacts
- Enrich your spreadsheet with data from Capsule CRM
What you need
You need to have a Capsule CRM account to use this integration. Also, if you haven't already installed the Flex.io add-on for Excel or Google Sheets, you need to set this up as well.
Functions and Syntax
This integration for Microsoft Excel or Google Sheets includes the following functions:
Capsule Opportunities
Returns a list of opportunties from Capsule
Syntax
=FLEX("YOUR_TEAM_NAME/capsule-opportunities", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/capsule-opportunities", "") =FLEX("YOUR_TEAM_NAME/capsule-opportunities", "id, name, value_amount")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
id |
integer | The id of the opportunity |
name |
string | The name of this opportunity |
description |
string | A description of the opportunity |
value_amount |
number | The amount the opportunity is worth |
value_currency |
string | The currency type of the opportunity |
probability |
integer | The probability of winning the opportunity |
created_at |
string | The date the opportunity was created |
updated_at |
string | The date when the opportunity was last updated |
expected_close_on |
string | The expected close date of this opportunity |
closed_on |
string | The date this opportunity was closed |
last_contacted_at |
string | The date when this opportuntiy was last time contacted |
last_stage_changed_at |
string | The date when this opportuntiy last had its milestone changes |
duration |
integer | The duration of the opportunity |
duration_basis |
string | The time unit for the duration |
milestone_id |
integer | The id of the milestone for the opportunity |
milestone_name |
string | The name of the milestone for the opportunity |
milestone_last_open_id |
integer | The id of the last milestone selected on the opportuntiy while open |
milestone_last_open_name |
string | The id of the last milestone selected on the opportuntiy while open |
lost_reason |
string | The reason the opportunity was lost |
party_id |
integer | The id of the party for the opportunity |
party_type |
string | The type of party for the opportunity; either 'person' or 'organisation' |
party_name |
string | The name of the party for the opportunity |
owner_id |
integer | The id of the owner of the opportunity |
owner_name |
string | The name of the owner of the opportunity |
team_id |
integer | The id of the team associated with the person |
team_name |
string | The name of the team associated with the person |
Notes
See here for more information about Capsule opportunity properties: https://developer.capsulecrm.com/v2/models/opportunity
Capsule Organizations
Returns a list of organizations from Capsule
Syntax
=FLEX("YOUR_TEAM_NAME/capsule-organizations", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/capsule-organizations", "") =FLEX("YOUR_TEAM_NAME/capsule-organizations", "id, name")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
id |
integer | The unique id of the organization |
name |
string | The name of the organization |
about |
string | A short description of the organization |
tags |
string | A comma-separated list of tags associated with the organization |
created_at |
string | The date/time when the information for the organization was created |
updated_at |
string | The date/time when the information for the organization was last updated |
last_contacted_at |
string | The date/time when the organization was last contacted |
address_id |
integer | The id of the address associated with the organization |
address_type |
string | The type of the address associated with the organization |
address_street |
string | The street of the address associated with the organization |
address_city |
string | The city of the address associated with the organization |
address_state |
string | The state of the address associated with the organization |
address_country |
string | The country of the address associated with the organization |
address_zip |
string | The zip of the address for the organization |
picture_url |
string | A URL the represents the location of the profile picture for the organization |
owner_id |
integer | The id of the owner for the organization |
owner_name |
integer | The name of the owner for the organization |
team_id |
integer | The id of the team associated with the organization |
team_name |
string | The name of the team associated with the organization |
Notes
See here for more information about Capsule party properties: https://developer.capsulecrm.com/v2/models/party
Capsule People
Returns a list of people from Capsule
Syntax
=FLEX("YOUR_TEAM_NAME/capsule-people", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/capsule-people", "") =FLEX("YOUR_TEAM_NAME/capsule-people", "id, first_name, last_name")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
id |
integer | The unique id of the person |
first_name |
string | The first name of the person |
last_name |
string | The last name of the person |
title |
string | The title of the person |
job_title |
string | The job title of the person |
about |
string | A short description of the person |
tags |
string | A comma-separated list of tags associated with the person |
created_at |
string | The date/time when the information for the person was created |
updated_at |
string | The date/time when the information for the person was last updated |
last_contacted_at |
string | The date/time when the person was last contacted |
address_id |
integer | The id of the address associated with the person |
address_type |
string | The type of the address associated with the person |
address_street |
string | The street of the address associated with the person |
address_city |
string | The city of the address associated with the person |
address_state |
string | The state of the address associated with the person |
address_country |
string | The country of the address associated with the person |
address_zip |
string | The zip of the address for the person |
picture_url |
string | A URL the represents the location of the profile picture for the person |
organization_id |
integer | The id of the organization associated with the person |
organization_name |
string | The name of the organization associated with the person |
owner_id |
integer | The id of the owner for the person |
owner_name |
integer | The name of the owner for the person |
team_id |
integer | The id of the team associated with the person |
team_name |
string | The name of the team associated with the person |
Notes
See here for more information about Capsule party properties: https://developer.capsulecrm.com/v2/models/party
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!