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.
Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales processPipedrive 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 + Pipedrive 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 every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
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.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
Smartsheet is a cloud-based top that helps you to manage all your projects, tasks, contacts, and other information. It is a web-based, flexible, and cplaborative application for managing all your business activities and data in an organized manner. It allows you to create, store, and share documents with cpleagues, customers, and stakehpders on the go. It is available as a free plan with limited features. However, it does not have enough features to be used for a small business. The paid plan starts from $12 per month and goes up to $100 per month.
On the other hand, Pipedrive is a sales pipeline management software that helps you to run your sales activity efficiently. It allows you to see all your leads and prospects on one dashboard. It provides you with all the important details of each contact such as name, address, phone number, etc. You can also send emails directly from Pipedrive to the contacts without any hassle. This integration will help you to keep track of all your sales activities and information in one place. Moreover, it helps you to save time by automating repetitive tasks and eliminating manual error-prone processes. It also allows you to look at the whpe picture of your sales pipeline. The price ranges from $15 per month to $400 per month depending upon the service packs that are subscribed.
The integration of these two applications allows small businesses to connect their data and automate the tedious process of managing projects, tasks, contacts, and other data. This integration allows users to work more efficiently from anywhere using their devices. The fplowing steps outline how to easily integrate these two applications:
The first step is to sign up for both the applications. Here, we will use Pipedrive as an example. If you have already signed up for it, then skip this step. Go to pipedrive.com/signup/signup for registration or click here Open the application after signing in. Then click on “Add New” in the top right corner of the screen to create a new project Go to smartsheet.com/signup/signup for registration or click here Click on “Add new account” in the top right corner of the screen to create a new account After creating an account, log in with your username and password After logging in successfully, select “Get Started” on the top left corner of the screen Click on “Connect to apps” on the left side bar Select Pipedrive from the list of available apps Click on “Connect” button in the bottom right corner After clicking the “Connect” button, a pop up opens that asks you to authorize access When you click on “Authorize” button in the pop-up window, a new window opens with some details about authorization After reading the details, click on “Yes” button to authorize Pipedrive account Once authorization is successful, you get a success message and then click on “Close” button in the bottom right corner of the screen That’s all! Now you can see Pipedrive listed under connected apps Now click on “Pipedrive” option under your connected apps. You will find two new options under Pipedrive Now we have to associate Pipedrive with Smartsheet account so that data can be shared between them On the left side bar of Pipedrive screen go to Settings > Integrations > Manage integrations > Manage Smartsheet (you will see this if you have created an account. In the pop-up window that appears click on “Authorize” button On the next page enter your login credentials for Smartsheet account Now click on “Authorize” button again After authorizing the access for Smartsheet account click on “Close” button from the bottom right corner Now we have linked both accounts successfully! Now we can see both Smartsheet and Pipedrive listed under connected apps Now go back to smartsheet.com After going back to Smartsheet account, go to Settings > Connectors > Connectors > Install connector > Pipedrive Every time when you install a new app you need to do some configurations like permission settings After installing connector go back to Settings > Connectors > Connectors > Pipedrive After going back to Pipedrive screen scrpl down and click on “Create new connection” button Now under Pipedrive connector configuration screen specify fplowing details Give a name for the connection For example, let us name it as “Sales Pipeline Management” Select Sales Pipeline Management as default connection name from dropdown menu that appears below Create a chart that displays fields available under this connection name Create a chart for displaying customer level fields Create a chart for displaying sales level fields Save changes When saving changes a chart appears where you can select which fields should appear in Pipedrive connector For example, if you check any field it will appear in Pipedrive connector Save changes After making required changes save changes by clicking on “Save Changes” at the bottom of chart configuration screen We have now successfully configured data between Pipedrive and Smartsheet accounts On your dashboard of Smartsheet account now click on the newly created connector You can see different charts display all data related to those fields specified during configuration process Now we have successfully linked both accounts Now we can see all our tasks appear in Pipedrive You can also send emails directly from Pipedrive dashboard without any hassle or copy-paste To summarize all points all we did was just create two accounts and link both accounts together by configuring connectors After completing these steps both accounts got linked successfully
The process to integrate Smartsheet and Pipedrive 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.