Integrate Customerly with Smartsheet

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

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  • Lightning Fast Setup
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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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.

Want to explore Customerly + Smartsheet quick connects for faster integration? Here’s our list of the best Customerly + Smartsheet quick connects.

Explore quick connects

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Connect Customerly + Smartsheet in easier way

It's easy to connect Customerly + Smartsheet without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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.

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

How Customerly & Smartsheet Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Smartsheet as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Smartsheet.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Smartsheet

Customerly ?

Customerly is a simple and efficient customer relationship management (CRM. software that allows you to manage your customers and sales team. It is the best way to organize all of your client information, from contact details to notes, tasks, emails, quotes, invoices and more. You can also track your competitor’s data and create complex reports with visualizations.

Smartsheet?

Smartsheet is an online spreadsheet software that allows team members to cplaborate on spreadsheets and access them from anywhere. Its cplaborative features allow you to work together on projects from any device, and it integrates with other apps through Appy Pie Connect. Since it’s a cloud-based app, you can access your Smartsheet files from anywhere. Smartsheet also comes with dozens of free templates for creating every type of spreadsheet.

Integration of Customerly and Smartsheet

Integrating Customerly and Smartsheet will make your life easier because you can manage your customers in a fast way. You will be able to get the latest updates easily and quickly. This integration can also help you become more productive because you will be able to do many tasks at once. The integration of these two services makes it easier for you to communicate with your clients and sales team. You can send emails or message directly through Customerly . All notes, tasks, emails, quotes, invoices, etc., will be combined in one place so that you can access them easily in Smartsheet . The integration of these two services will result in better teamwork between your sales team. Your sales team will be able to see all information about a specific customer and boost their productivity. One of the biggest benefits of this integration is that you can create a well-organized data base of your customers that can be accessed from anywhere.

Benefits of Integration of Customerly and Smartsheet

The integrated Customerly and Smartsheet offer many benefits as fplowing:

  • Better Teamwork

As mentioned before, the integrated Customerly and Smartsheet allow your sales team to work more efficiently at home or on the road, because they can access important information about their customers whenever they want. With this integration, you can communicate with customers through Customerly directly from within Smartsheet , which means that you don’t need to switch from one app to another in order to do so.

  • Cplaboration

The integrated Customerly and Smartsheet make cplaboration easier than ever before because when you need to edit or update a spreadsheet, you can do it directly from within the app. There are no complicated procedures, and that’s why it won’t take much time to do it. If there are too many people working on a spreadsheet, you can use the chat feature for quick communication, which is much convenient than emailing everyone in the group. Most importantly, if someone wants to comment on some part of a sheet, he/she can do it without having to go back to edit the original sheet. In addition, the integration also allows you to add pictures to your data in a way that doesn’t require you to leave the app either.

  • Accessibility

One of the most important benefits of the integrated Customerly and Smartsheet is their accessibility. With this integration, you can access your spreadsheets from anywhere because they are online-based apps. Therefore, you don’t even have to download them on your computer first because they are web-based apps. That means that you can access them from any devices at home or on the road (except maybe Windows Phones. Plus, with this integration, you don’t have to install any other app in order to use one or both of these applications. Everything works seamlessly with just one app!

The process to integrate Customerly and Smartsheet 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm