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Smartsheet + Microsoft Dynamics CRM Integrations

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

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.

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.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

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Best Smartsheet and Microsoft Dynamics CRM Integrations

  • Smartsheet Smartsheet

    Smartsheet + Smartsheet

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

    Smartsheet + Google Drive

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

    Smartsheet + Google Sheets

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

    Smartsheet + Trello

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

    Smartsheet + MailChimp

    Create Mailchimp Subscribers for Every new Smartsheet Row Read More...
    When this happens...
    Smartsheet 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
  • Smartsheet MailChimp

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

How Smartsheet & Microsoft Dynamics CRM Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Smartsheet and Microsoft Dynamics CRM

Smartsheet?

Definition. The Smartsheet is a leading online service to organize the people and projects. It is used for planning, communicating, cplaborating and tracking tasks. [1]

History. The idea of Smartsheet came in the year 2000. The company was established and launched in the year 2006. It was funded by Sequoia Capital. In the year 2007, it was carried out an initial public offering (IPO. of Smartsheet. The company has got three rounds of venture capital funding.

The first round of funding took place in the year 2006 when it received $5 million from Sequoia Capital, Benchmark Capital, and Foundation Capital.

In the second round of funding, it received $8 million from Greylock Partners, Benchmark Capital, Foundation Capital, and New Enterprise Associates.

Third round of funding took place in the year 2014 when it received $75 million from T. Rowe Price Associates, Inc., Insight Venture Partners, TPG Growth and Dragoneer Investment Group. [2]

Microsoft Dynamics CRM?

Microsoft Dynamics is a Customer Relationship Management (CRM. product of Microsoft Corporation (MSC. It is a server-based software package. [3]

  • Integration of Smartsheet and Microsoft Dynamics CRM [4]
  • Historically, the only way to integrate two applications was to develop a custom spution using a programming language such as Visual Basic for Applications (VBA. or C# or Java. However, with a growing number of developers on application development teams, creating custom sputions became challenging for organizations. [5]

    Fig 1. Integration with other applications

    After integrating the Smartsheet with Microsoft Dynamics CRM, users can use their existing credentials to log into both applications without having to re-enter their passwords or perform additional account setup.

    Fig 2. Integration with other applications

    Benefits. [6]

    The integration of Smartsheet and Microsoft Dynamics CRM provides benefits such as. [7]

    The process to integrate Smartsheet and Microsoft Dynamics CRM 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.