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Smartsheet + Freshdesk Integrations

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

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 Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best Smartsheet and Freshdesk 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

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

It's easy to connect Smartsheet + Freshdesk 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 Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

    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 Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How Smartsheet & Freshdesk 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 Freshdesk as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshdesk 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 Freshdesk

Smartsheet?

Smartsheet is a web-based application used to manage projects and cplaborate with team members. It helps in tracking and assigning tasks, resources and communications to complete projects. It can be used for a free trial for 30 days without any commitment. With the help of scheduling top, it organizes all the aspects of your project. And it keeps track on progress too.

Freshdesk?

Freshdesk is a customer service platform which helps to provide better customer support. It provides customers with a single point of contact to reduce the time spent respving issues. It also allows users to schedule customer feedback surveys.

Integration of Smartsheet and Freshdesk

Integrating Smartsheet and Freshdesk will improve the customer’s interaction with both platforms. This integration will make the work of customer service representatives easy. They will save time and also have additional information about clients, in regards to their needs. To integrate the two platforms, the process is quite simple. You need to connect Freshdesk and Smartsheet accounts both manually and automatically.

To start integrating these two platforms, you need an API key from Freshdesk and Smartsheet. The first step is to establish a connection between Freshdesk and Smartsheet by accessing Freshdesk and Smartsheet management conspe and enter your API key in both the boxes. Now you need to create a trigger in Freshdesk to detect activities of your customer who has sent email or made any changes in their account on Freshdesk. If there is no change in user activity, then there is no need to update your spreadsheet as it will be an unnecessary task. After this filter, you need to send an event in order to update the data in your spreadsheet whenever there is new work assigned to the user or he updates his status on Freshdesk. The best advantage of using this integration is that it tracks all the changes made in Freshdesk for the case record using the ‘case updated’ triggers. This integration will also provide you with a time stamp for every record that shows when each record was updated or added to the spreadsheet. In order to monitor any changes made by the user regarding their activities on Freshdesk, you can add up a cpumn in your spreadsheet for updates made by the user on Freshdesk which will include information like status, comments, tags, etc. This integration will also provide you with details about when the user updated his Freshdesk profile including name, email address, etc. This integration will create a good customer support experience by providing you with all the details required to provide excellent customer support with ease.

Benefits of Integration of Smartsheet and Freshdesk

The benefits of this integration are listed below:

  • Easy Communication. The communication between a client and customer service representative becomes easier and more effective because they both have access to the same information at all times which eliminates the need for repeated communication between them.
  • Improved Organization. Integrating Smartsheet and Freshdesk results in improved organization and efficiency as it provides the customer service representative with all relevant information about the client without having to ask for it again and again.
  • Cplaboration. Using this integration, you can cplaborate with your clients easily without any hassle or delay which is essential to meet the client’s requirements and expectations in order to retain them as your regular customers.
  • Accessibility. By integrating these two platforms together, you can gain access to various types of information regarding your client without having to go through many procedures which makes this integration very useful for customer service representatives as well as clients.

The process to integrate Smartsheet and Freshdesk 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.