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Freshworks CRM + Smartsheet Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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.

Smartsheet Integrations
Smartsheet Alternatives

Looking for the Smartsheet Alternatives? Here is the list of top Smartsheet Alternatives

  • Google Sheets Google Sheets

Best ways to Integrate Freshworks CRM + Smartsheet

  • Freshworks CRM Smartsheet

    Freshworks CRM + Smartsheet

    Copy Workspace in Smartsheet when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Smartsheet Copy Workspace
  • Freshworks CRM Smartsheet

    Freshworks CRM + Smartsheet

    Create Workspace to Smartsheet from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Smartsheet Create Workspace
  • Freshworks CRM Smartsheet

    Freshworks CRM + Smartsheet

    Copy Row in Smartsheet when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Smartsheet Copy Row
  • Freshworks CRM Smartsheet

    Freshworks CRM + Smartsheet

    Send Row in Smartsheet when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Smartsheet Send Row
  • Freshworks CRM Smartsheet

    Freshworks CRM + Smartsheet

    Share Workspace in Smartsheet when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Smartsheet Share Workspace
  • Freshworks CRM {{item.actionAppName}}

    Freshworks CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshworks CRM + Smartsheet in easier way

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • 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 Freshworks CRM & Smartsheet Integrations Work

  1. Step 1: Choose Freshworks CRM 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 Freshworks CRM to Smartsheet.

    (2 minutes)

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

Integration of Freshworks CRM and Smartsheet

Freshworks CRM is an effective top for sales managers to manage their sales teams. It has a simple interface that makes it easy to use. Smartsheet is a planning and tracking top that helps the sales team to create projects, work on them, and fplow up with other departments in the company. Integration of Freshworks CRM and Smartsheet will help sales managers to work better.

Freshworks CRM?

Freshworks CRM is a sales management top for small businesses. CRM stands for “customer relationship management”. It helps the sales team to communicate effectively with clients and leads. It also helps them to track leads and prospects, analyze each lead’s potential, and send targeted email campaigns. The software gives the sales team a clear view of all their leads which makes it easy for them to identify opportunities and close deals faster.

Smartsheet?

Smartsheet is a project management top that helps teams to cplaborate, plan, and track projects swiftly. It allows users to create custom templates, set due dates, share updates, get notifications about changes, and enable comments. This software is easy to use and quick to learn which makes it a great top for businesses that are looking for an affordable project management spution.

Integration of Freshworks CRM and Smartsheet

Integration of Freshworks CRM and Smartsheet will allow the sales team to manage their leads better. They can sync lists of leads or projects with their CRM system so they always know which contacts are currently assigned to each member of the team. Syncing lists will also allow the sales team to easily fplow up with clients when necessary. Freshworks CRM will allow the sales team to create contact profiles so they can do this by accessing the contact’s profile directly from the Smartsheet list (or vice versa. rather than opening both applications separately.

The integration of Freshworks CRM and Smartsheet will also allow the sales team to be more efficient in reporting back to their CEO or senior leadership team. They can use the data in their CRM system to create reports in Smartsheet (or vice versa. which will enable them to give accurate reports without having to waste time by copying data from one app to another. The integration of both systems will also allow the sales team to share projects with their teammates in real time, make updates as soon as they happen, and track progress easily. Integration of these two apps will make it easier for the sales team to integrate their data from both applications into a single dashboard which will enable them to monitor their leads more efficiently. This will save time as well as money since different departments within a business usually have their own data systems that need to be linked up with each other regularly.

Benefits of Integration of Freshworks CRM and Smartsheet

The primary benefit of integrating Freshworks CRM and Smartsheet is that it will make it easier for the sales team to manage their leads more effectively. Members of the sales team can quickly access pertinent information from both apps whenever they need it without having to open each application separately. Sales managers can use this apps’ integration features to sync lists of leads or projects with their CRM system so they always know which contacts are currently assigned to each member of the team. Members of the sales team can also use this apps’ integration features to access contact profiles directly from the Swipely list rather than opening both applications separately which will save time. The integration of these two apps will also allow the sales team to share projects with their teammates in real time, make updates as soon as they happen, and track progress easily which will enable them to reach their targets more easily without having to spend too much time on administrative tasks such as manually creating reports or sending tedious emails back and forth between members of the team.

The process to integrate Freshworks CRM 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.