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.
Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.Customerly Integrations
Smartsheet + SmartsheetAdd New Rows in a Smartsheet for Updated Rows in the Same or a Different Smartsheet Read More...
Smartsheet + Google DriveAutomatically Create folders on Google Drive for new Smartsheet Rows Read More...
Smartsheet + Google SheetsAutomatically Create Google Sheets rows for new Smartsheet rows Read More...
Smartsheet + MailChimpCreate Mailchimp Subscribers for Every new Smartsheet Row Read More...
It's easy to connect Smartsheet + Customerly without coding knowledge. Start creating your own business flow.
Triggers whenever a new attachment is added to a row.
Triggers every time a new comment is added.
Triggers whenever a new row is added.
Triggers every time a row is updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Adds a file attachment to a row.
Add a row to a sheet.
Duplicates row to another sheet.
Creates a copy of the specified Workspace.
Creates a Workspace.
Moves row to another sheet.
Send a row via email.
Share a sheet.
Share a workspace.
Refresh an existing row with new values. A row ID is required.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Smartsheet is a cloud-based project management software. It is available on the web and mobile devices. It allows users to organize workflows, manage tasks, and share information from the cloud. It has a user-friendly interface that helps users to get started. It has a simple drag-and-drop feature. It is used by small and large businesses for managing projects and tasks.
Customerly is an artificial intelligence-based customer relationship management software. It uses data science and machine learning technpogy to help businesses improve customer experience. It provides business with a single view of their customers on the cloud. It offers advanced tops like predictive lead scoring, automated sales outreach, and real-time notifications.
Smartsheet integrates with Customerly so that users can take action on their leads with just one click. Smartsheet can be accessed from the Customerly dashboard. It reduces the time taken for finding the right resource and sending the right message at the right time.
Smartsheet integrates with Customerly so that users can create actionable tasks on their leads in a few clicks. Sales teams can create tasks with additional information like phone number, email address, etc. They can also assign the task to anyone in their team or the entire team from within Customerly. Users can complete tasks with one click from either Smartsheet or Customerly.
Smartsheet and Customerly integration has many benefits for both users and organization. Businesses can save time and money as they can find the right resources quickly within their system. Also, it increases productivity of sales teams as they can access all information within a single software system.
The process to integrate Smartsheet and Customerly 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.