Import contacts from gmail to capsule crm

A great question!

Capsule CRM is a popular customer relationship management (CRM) platform that allows you to manage your contacts, leads, and sales pipeline. Gmail is a popular email service that many people use for their personal and professional communications. If you're looking to import your contacts from Gmail to Capsule CRM, here's a step-by-step guide to help you do so:

Method 1: Manual Import

  1. Export contacts from Gmail:
    • Log in to your Gmail account.
    • Click on the gear icon () in the upper right corner.
    • Select "See all settings."
    • Go to the "Accounts and Import" tab.
    • Click on "Export" and select "Export all contacts."
    • Choose a file format (e.g., CSV) and save the file to your computer.
  2. Import contacts to Capsule CRM:
    • Log in to your Capsule CRM account.
    • Click on the "Contacts" tab.
    • Click on the "Import" button.
    • Select "CSV" as the file format.
    • Upload the exported CSV file from Gmail.
    • Map the columns in the CSV file to the corresponding fields in Capsule CRM (e.g., First Name, Last Name, Email).

Method 2: Using Zapier

  1. Connect your Gmail and Capsule CRM accounts to Zapier:
    • Sign up for a Zapier account if you don't already have one.
    • Connect your Gmail account to Zapier by clicking on the "Connect" button.
    • Connect your Capsule CRM account to Zapier by clicking on the "Connect" button.
  2. Create a Zap:
    • Click on the "Make a Zap" button.
    • Choose Gmail as the trigger app and select "New Contact" as the trigger event.
    • Connect your Gmail account to Zapier and authorize the connection.
    • Choose Capsule CRM as the action app and select "Create Contact" as the action event.
    • Map the fields from Gmail to the corresponding fields in Capsule CRM.
    • Turn on the Zap to start importing your contacts from Gmail to Capsule CRM.

Method 3: Using Capsule CRM's Built-in Import Feature

  1. Export contacts from Gmail:
    • Follow the same steps as in Method 1 to export your contacts from Gmail.
  2. Import contacts to Capsule CRM:
    • Log in to your Capsule CRM account.
    • Click on the "Contacts" tab.
    • Click on the "Import" button.
    • Select "Gmail" as the import source.
    • Enter your Gmail login credentials to authorize the import.
    • Choose the contacts you want to import and click "Import" to start the process.

Remember to review and map the fields correctly to ensure that your contacts are imported accurately into Capsule CRM.