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Customerly + Smartsheet Integrations

Appy Pie Connect allows you to automate multiple workflows between Customerly and Smartsheet

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

Smartsheet Integrations
Smartsheet Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Sheets Google Sheets

Best Customerly and Smartsheet Integrations

  • Customerly Smartsheet

    Smartsheet + Smartsheet

    Add New Rows in a Smartsheet for Updated Rows in the Same or a Different Smartsheet Read More...
    When this happens...
    Customerly Updated Row
     
    Then do this...
    Smartsheet Add Row to Sheet
    If you are looking for a solution to help you manage different Smartsheet spreadsheets without any manual work, you've come to the right place. Use this integration from Appy Pie Connect to automatically add a row to a Smartsheet spreadsheet in the same account or a different one, whenever a row is updated in another Smartsheet spreadsheet.
    How this Integrations Works
    • A row in a Smartsheet spreadsheet is updated
    • Appy Pie Connect adds a row to another Smartsheet spreadsheet
    What You Need
    • A Smartsheet account
  • Customerly Google Drive

    Smartsheet + Google Drive

    Automatically Create folders on Google Drive for new Smartsheet Rows Read More...
    When this happens...
    Customerly New Row
     
    Then do this...
    Google Drive Create Folder
    Set up this Smartsheet – Google Drive integration and we will automate the interaction between Google Drive & Smartsheet. After setting this integration up, whenever a new row is added on a particular Smartsheet, Appy Pie Connect will automatically create a corresponding folder on Google Drive. With this integration, you can always rely on having an accurately named location to store all your important data.
    How this Integration Works
    • A new row is added to a Smartsheet spreadsheet
    • Appy Pie Connect automatically creates a new folder on Google Drive.
    What You Need
    • A Smartsheet account
    • A Google account
  • Customerly Google Sheets

    Smartsheet + Google Sheets

    Automatically Create Google Sheets rows for new Smartsheet rows Read More...
    When this happens...
    Customerly New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you’re a business owner, then you understand the importance of data sharing for team collaboration. With our automation platform, you can automatically share data across team without any manual efforts. With this Connect active, Appy Pie Connect will add a row to a Google Sheets spreadsheet whenever a new row is added to a Smartsheet spreadsheet. In this way, you'll be able to work on your data in both the spreadsheet apps interchangeably.
    How this Integration Works
    • A new row is added to a Smartsheet spreadsheet
    • Appy Pie Connect adds a row to a Google Sheets spreadsheet.
    What You Need
    • A Smartsheet account
    • A Google account
  • Customerly Trello

    Smartsheet + Trello

    Create Cards on Trello for Every New Smartsheet Row Read More...
    When this happens...
    Customerly New Row
     
    Then do this...
    Trello Create Card
    Use this integration and turn your Smartsheet rows into Trello cards. Set this integration up, and whenever a new row is added to a specified Smartsheet spreadsheet, Appy Pie Connect will create a new card in Trello. This integration will surely improve your productivity by cutting down manual tasks involved in the process.
    How this Integration Works
    • A new row is added to Smartsheet
    • Appy Pie Connect automatically creates a new card on Trello
    What You Need
    • A Smartsheet account
    • A Trello account
  • Customerly MailChimp

    Smartsheet + MailChimp

    Create Mailchimp Subscribers for Every new Smartsheet Row Read More...
    When this happens...
    Customerly New Row
     
    Then do this...
    MailChimp Add/Update Subscriber
    You don’t need to learn any coding skills, simply follow our instructions and let your MailChimp and Smartsheet work hand in hand. After setting this integration up, whenever a row is added in Smartsheet, we will automatically add a subscriber to MailChimp. This way, you can add all new contacts to your Smartsheet, and they'll be automatically signed up for your email updates.
    How this Integration Works
    • A new row is added to a Smartsheet spreadsheet
    • Appy Pie Connect adds a subscriber to MailChimp.
    What You Need
    • A Smartsheet account
    • A MailChimp account
  • Customerly MailChimp

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    {{item.message}} Read More...
    When this happens...
    Customerly {{item.triggerTitle}}
     
    Then do this...
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Connect Customerly + Smartsheet in easier way

It's easy to connect Customerly + Smartsheet without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Attachment

    Triggers whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

How Customerly & Smartsheet Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Smartsheet as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Smartsheet with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Smartsheet

Customerly ?

Customerly is a simple and efficient customer relationship management (CRM. software that allows you to manage your customers and sales team. It is the best way to organize all of your client information, from contact details to notes, tasks, emails, quotes, invoices and more. You can also track your competitor’s data and create complex reports with visualizations.

Smartsheet?

Smartsheet is an online spreadsheet software that allows team members to cplaborate on spreadsheets and access them from anywhere. Its cplaborative features allow you to work together on projects from any device, and it integrates with other apps through Zapier. Since it’s a cloud-based app, you can access your Smartsheet files from anywhere. Smartsheet also comes with dozens of free templates for creating every type of spreadsheet.

Integration of Customerly and Smartsheet

Integrating Customerly and Smartsheet will make your life easier because you can manage your customers in a fast way. You will be able to get the latest updates easily and quickly. This integration can also help you become more productive because you will be able to do many tasks at once. The integration of these two services makes it easier for you to communicate with your clients and sales team. You can send emails or message directly through Customerly . All notes, tasks, emails, quotes, invoices, etc., will be combined in one place so that you can access them easily in Smartsheet . The integration of these two services will result in better teamwork between your sales team. Your sales team will be able to see all information about a specific customer and boost their productivity. One of the biggest benefits of this integration is that you can create a well-organized data base of your customers that can be accessed from anywhere.

Benefits of Integration of Customerly and Smartsheet

The integrated Customerly and Smartsheet offer many benefits as fplowing:

  • Better Teamwork

As mentioned before, the integrated Customerly and Smartsheet allow your sales team to work more efficiently at home or on the road, because they can access important information about their customers whenever they want. With this integration, you can communicate with customers through Customerly directly from within Smartsheet , which means that you don’t need to switch from one app to another in order to do so.

  • Cplaboration

The integrated Customerly and Smartsheet make cplaboration easier than ever before because when you need to edit or update a spreadsheet, you can do it directly from within the app. There are no complicated procedures, and that’s why it won’t take much time to do it. If there are too many people working on a spreadsheet, you can use the chat feature for quick communication, which is much convenient than emailing everyone in the group. Most importantly, if someone wants to comment on some part of a sheet, he/she can do it without having to go back to edit the original sheet. In addition, the integration also allows you to add pictures to your data in a way that doesn’t require you to leave the app either.

  • Accessibility

One of the most important benefits of the integrated Customerly and Smartsheet is their accessibility. With this integration, you can access your spreadsheets from anywhere because they are online-based apps. Therefore, you don’t even have to download them on your computer first because they are web-based apps. That means that you can access them from any devices at home or on the road (except maybe Windows Phones. Plus, with this integration, you don’t have to install any other app in order to use one or both of these applications. Everything works seamlessly with just one app!

The process to integrate Customerly and Smartsheet may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.