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Smartsheet + Zoho CRM Integrations

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

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Best Smartsheet and Zoho 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 + Zoho CRM in easier way

It's easy to connect Smartsheet + Zoho 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Smartsheet & Zoho 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 Zoho CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho 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 Zoho CRM

  • Introduction:
  • In today’s business environment, companies are looking for better ways to manage their businesses. In the competitive world, companies are looking for better strategies to improve their productivity and manage their customer relationships. Companies use software applications for effective management of their business and customer life cycle. This paper will focus on integration of Smartsheet and Zoho CRM and how this integration will help companies in managing their businesses effectively.

    Smartsheet is a business top used by managers to organize, track and manage their projects. It is a cloud based business top that enables users to create various types of projects and manage them using this software application. It allows users to create and cplaborate on any kind of project, and engage with other users via email or a private forum. The Smartsheet can be accessed from any device anywhere and anytime. It offers the fplowing features:

    Project Planning:

    It helps users to plan their projects by creating a list of tasks, resources, dependencies, etc.

    It enables users to create a calendar view of time scheduled for each task.

    It allows users to keep record of all the activities, resources and logs of project status during the course of project development.

    Project Management:

    It allows users to assign resources to tasks and thereby monitor progress of assigned tasks by monitoring resource allocation.

    It provides users with activity reports based on allocated resources to each task.

    Time Tracking:

    It allows users to record time spent on each task, thereby making it easy for a manager to issue invoices for work done by employees.

    Tasks:

    It allows users to manage tasks and create tasks from emails received from outside sources.

    Cabinet:

    It provides a private link which can be shared only with specific users, thereby allowing users to assign tasks to other people invpved in the project development process.

    Zoho CRM is an online customer relationship management (CRM. software application which allows businesses to manage their customers effectively and efficiently. It helps organizations in planning marketing strategies, executing sales campaigns, communicating with customers in real-time and managing customer life cycle more effectively. It offers the fplowing features:

    Sales Functionality:

    It automatically captures leads generated from marketing campaigns.

    It helps in planning sales campaigns, planning future communication with customers and tracking sales effectiveness.

    Marketing Functionality:

    It helps in generating leads from website visitors and leads from social media. It also tracks marketing efforts and tracks marketing campaign effectiveness.

    Customer Management:

    It creates accounts for customers who sign up at a website or fill out a form. It also helps in managing customer profiles such as job titles, name, phone numbers, email addresses, etc.

    Analytics & Reporting:

    It provides real-time analytics and reporting regarding customer activities such as number of leads generated, number of sales made, revenue generated from sales made, etc. It helps in generating reports based on customer analysis data cplected from different sources of information such as websites, social media platforms etc.

    The process to integrate Smartsheet and Zoho 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.