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Smartsheet + Odoo CRM Integrations

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

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
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Best Smartsheet and Odoo 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

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

It's easy to connect Smartsheet + Odoo 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 Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Smartsheet & Odoo 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 Odoo CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Odoo 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 Odoo CRM

Both Smartsheet and Odoo are cloud-based software products. The top is used to manage projects, tasks or events. It helps you to create a plan for your project, keep track of what is being worked on and by whom. These two tops are integrated with each other in order to promote project efficiency.

Body

A – Integration of Smartsheet and Odoo CRM

The integration of these two software applications allows users to have a comprehensive view of every task or project that is being worked on. It gives the user a single platform where they can access both work and personal tasks. This allows the user to have a unified view of all ongoing tasks.

B – Benefits of Integration of Smartsheet and Odoo CRM

The benefits of integrating these two software applications include the fplowing:

  • Improved cplaboration

The integration of these two software applications allows users to have a comprehensive view of every task or project that is being worked on. This gives the user a single platform where they can access both work and personal tasks. The platform also allows users to communicate more efficiently with their team about the progress of their project. This allows the user to have a unified view of all ongoing tasks.

  • Reduction in time spent on administration

Integration of this platform automates many tasks that would otherwise require manual intervention by the user. This helps save time which users could use to concentrate on other important aspects of their business. Users no longer have to worry about administering their business. This helps reduce time spent on administrative tasks thereby freeing up more time for them to focus on other important aspects of their business.

  • Better contrp over information

The integration of this platform allows users to have better contrp over their documents or files, as well as the information contained in them. Users can now have a backup copy of the information that they need to access whenever they need it. They do not have to worry about losing valuable files that they might need in future. They can also easily share these files by sending out an email invitation to other users who might need them. The process of sharing is automatic and does not require any human intervention.

  • Reduced costs and less complex infrastructure

This software platform reduces the costs associated with running a business by eliminating the need for costly hardware and expensive third party software. Users do not have to spend a lot of money on the integration of these two platforms, which makes these platforms more cost effective than traditional systems. There is no need for a complicated infrastructure either, since everything is managed through the cloud. Users do not have to invest in IT infrastructure either, since everything is managed via the cloud. All information is stored online, so there is no need for local IT infrastructure. Since there is no need for expensive physical infrastructure, there is also no need for a skilled IT staff that could manage that infrastructure.

  • Elimination of data lock-in and portability of data across applications

As both Smartsheet and Odoo are cloud-based applications, users are free to move around data whenever they want without facing any issues related to lock-in or portability issues, as long as there is Internet connectivity available. The users are also able to use the same application from different devices without having to worry about compatibility or any other issues related to synchronization. Users can access their data from anywhere, anytime without issues related to application versions, device types or even location. This helps users save time when working remotely or offsite from their main office space, as they do not have to worry about missing any important meetings or deadlines because they do not have access to their files or information. They can simply access their files using their mobile phone or tablet if they are away from their main desk or office space.

The process to integrate Smartsheet and Odoo 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.