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.
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
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 + Zoho CRM 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 when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
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.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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:
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.
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.
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.
It allows users to manage tasks and create tasks from emails received from outside sources.
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:
It automatically captures leads generated from marketing campaigns.
It helps in planning sales campaigns, planning future communication with customers and tracking sales effectiveness.
It helps in generating leads from website visitors and leads from social media. It also tracks marketing efforts and tracks marketing campaign effectiveness.
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.