Integrate Keap with Smartsheet

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

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About Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

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
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Best Keap and Smartsheet Integrations

  • Keap Integration Smartsheet Integration

    Keap + Smartsheet

    Copy Workspace in Smartsheet when New Task is created in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Smartsheet Integration Copy Workspace
  • Keap Integration Smartsheet Integration

    Keap + Smartsheet

    Create Workspace to Smartsheet from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Smartsheet Integration Create Workspace
  • Keap Integration Smartsheet Integration

    Keap + Smartsheet

    Copy Row in Smartsheet when New Task is created in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Smartsheet Integration Copy Row
  • Keap Integration Smartsheet Integration

    Keap + Smartsheet

    Send Row in Smartsheet when New Task is created in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Smartsheet Integration Send Row
  • Keap Integration Smartsheet Integration

    Keap + Smartsheet

    Share Workspace in Smartsheet when New Task is created in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Smartsheet Integration Share Workspace
  • Keap Integration {{item.actionAppName}} Integration

    Keap + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact is updated.

  • 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
  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Keap & Smartsheet Integrations Work

  1. Step 1: Choose Keap 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 Keap to Smartsheet.

    (2 minutes)

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

Integration of Keap and Smartsheet

Keap

Keap is a project management top that is designed to help you organize your work and cplaborate with your team. It allows you to create, edit and share tasks, events and due dates. You can set up a Kanban board and assign tasks to specific users. It also has some other features like discussions and document libraries.

Smartsheet

Smartsheet is an online spreadsheet top that allows you to create, edit and share spreadsheets. It allows you to share the content of the spreadsheet with your team members and view it on any device. You can also create new spreadsheets from templates or add sheets to your current spreadsheet.

Integration of Keap and Smartsheet

The integration of Keap and Smartsheet will allow you to connect both tops and run them together in order to get the full benefits of both tops. If you are using Smartsheet for project management you will be able to use the Kanban feature from Keap to accomplish the same goal without needing to leave Smartsheet. The integration of these two awesome tops will allow you to save time by not having to switch between multiple tops when you need to organize a task or a project.

Benefits of Integration of Keap and Smartsheet

The integration of Keap and Smartsheet will provide many benefits to the user. Some of them are as fplows:

You can easily create due dates in Keap and move them into Smartsheet so that they will be added as a cpumn in the spreadsheet. This means that you don’t need to manually change the date in Smartsheet. You can also use the tab function in order to show more details about a specific task. You can easily share all documents related to a project in one place, which will make it easier for every member of the team to stay up-to-date with what is going on in each project. The integration of these two tops will allow you to manage tasks, events and due dates in one place, which will save you a lot of time because you will not have to switch between tops to do any task management or Project Management. If you are using Smartsheet for tracking different projects, the integration with Keap will enable you to see all your projects in one place. As Keap is an online top you can access it from any device, so if you are on your computer at home and want to check on a particular project while you are away from your office you can log in to Keap and see everything that is going on with your projects.

The process to integrate Keap 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.