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Microsoft Dynamics CRM + Smartsheet Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Smartsheet

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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 Microsoft Dynamics CRM and Smartsheet Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Smartsheet

    Smartsheet + Smartsheet

    Add New Rows in a Smartsheet for Updated Rows in the Same or a Different Smartsheet Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Google Drive

    Smartsheet + Google Drive

    Automatically Create folders on Google Drive for new Smartsheet Rows Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Google Sheets

    Smartsheet + Google Sheets

    Automatically Create Google Sheets rows for new Smartsheet rows Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Trello

    Smartsheet + Trello

    Create Cards on Trello for Every New Smartsheet Row Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Trello

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

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead 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
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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 Microsoft Dynamics CRM & Smartsheet Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM 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 Microsoft Dynamics CRM and Smartsheet

Microsoft Dynamics CRM and Smartsheet are two powerful tops used for business management. Microsoft Dynamics CRM is a customer relationship management software that helps businesses to improve their sales and marketing. It focuses on the sales, marketing, customer service, and support functions. Smartsheet is a business management top that is mainly used for project management. It allows users to create tasks, assign them to team members, and monitor progress.

The integration of these two tops will allow users to share data between them. The integration can be done in two ways. The first way is by integrating Microsoft Dynamics CRM with Smartsheet using the application programming interface (API. The second way is by importing Microsoft Dynamics CRM data into Smartsheet.

Microsoft Dynamics CRM supports Smartsheet through the API method as it gives more flexibility. The integration through API is done through application programming interface (API. methods. When integrating Microsoft Dynamics CRM with Smartsheet using the API method, users can access the data from both tops. The integration using the API method will require less development time compared to the import method. However, the disadvantage of this method is that it requires some programming skills in order to integrate both tops.

Users can also import data from Microsoft Dynamics CRM into Smartsheet using the import method. This method requires less development time than the API method and provides flexibility as well. All users need to do is to import Microsoft Dynamics CRM data into Smartsheet by downloading a template file. Users can then use this data in Smartsheet as they would normally do with Smartsheet data.

The integration of these two tops will provide many advantages for users including; sharing data between them, easy tracking of achievements, sending emails, and scheduling tasks among others.

The process to integrate Microsoft Dynamics CRM 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.