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 Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.Zoho Mail Integrations
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It's easy to connect Smartsheet + Zoho Mail 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 whenever you receive a new email.
Triggers every time you receive a new email matching search criteria.
Triggers once a new email is received and tagged within two days.
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.
Draft and send a new email message.
SmartSheet is a web-based business management software that allows users to create, share, and cplaborate with others in real time. It is a cloud-based spution that can be accessed from any place at any time.
Zoho Mail is a secure web-based email platform with modern features. It is a free email service that enables users to communicate securely with anyone from anywhere in the world.
Through integration, Smartsheet and Zoho Mail allow users to access all their work information from one place. As a cloud-based spution, Smartsheet and Zoho Mail are always available, and they provide users with urgent notification system to ensure that communication and cplaboration between team members are not interrupted. To start with, you can integrate your Zoho Gmail account to Smartsheet by first signing into your Gmail account through Zoho. After this, you will see an “Add-ons” menu on the top right corner; you should click on it. On the next page, look for “Integrate Add-ons” and click on it. You will be directed to a page where you have to click on the “Start” button then you can enter your Smartsheet account details. A pop-up window will show up asking you to authorize this integration. This means that you have successfully created an integration between your Zoho Mail and Smartsheet accounts. Now, you can track emails from your Gmail inbox in Smartsheet. Likewise, if you receive an email from someone that contains attachment or file attachment, it will be automatically uploaded to your Smartsheet account as a document. In addition, when the recipient replies to the email, this reply will be also automatically sent directly to your Smartsheet account in the form of new tasks. This way, you can easily manage all your emails in one place.
There are several benefits of integrating Zoho Mail and Smartsheet. First, you can now manage all your emails directly from one place; you don’t need to switch from one Web application to another just to check your email. Second, you can now track all your emails quickly using the due date cpumn that can be found in your Smartsheet account. Third, you can use email tracking feature which allows you to know if someone has opened your email or not; this way, you can schedule reminders for fplow-up cases. Last but not least, this integration provides you with a convenient way to send attachments and files via email with the recipients directly attaching it in their task list. It saves so much time and effort because now you don’t need to send files through external apps like Dropbox and Google Drive anymore.
There are surely many benefits of integrating Smartsheet and Zoho Mail; however, there are also some limitations that have to be considered. For example, both of these applications have different limitations regarding storage space; Smartsheet only allows a maximum size of 10MB per file while Zoho Mail has a 10GB quota per user. Perhaps this is why Zoho Mail allows users to attach large files of unlimited size while its integration with Smartsheet only allows 10MB per attachment or file attachment. Another limitation is that both of these applications cannot support Microsoft Office format; therefore, if you use Zoho Mail and want to attach a file in .docx format, this won’t work since it will be converted into .pdf format automatically. Lastly, there are no APIs provided by both of these applications for integration purposes; thus, third party developers won’t be able to integrate them easily.
The process to integrate Smartsheet and Zoho Mail 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.