Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
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
Pipedrive + SmartsheetCopy Workspace in Smartsheet when New Deal is created in Pipedrive Read More...
Pipedrive + SmartsheetCopy Row in Smartsheet when New Deal is created in Pipedrive Read More...
Pipedrive + SmartsheetSend Row in Smartsheet when New Deal is created in Pipedrive Read More...
Pipedrive + SmartsheetShare Workspace in Smartsheet when New Deal is created in Pipedrive Read More...
It's easy to connect Pipedrive + Smartsheet without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers upon a updation in an existing deal.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
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.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing organization.
Updates an existing person.
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.
Pipedrive is a business management software that helps small and medium businesses to plan, track and manage their sales pipeline, fplow up with leads, track progress and more. It keeps track of prospects, deals, tasks, and time spent on each activity by employees. Businesses can enter daily activities with real-time updates of the pipeline of opportunities as they advance. Pipedrive allows users to create contacts using email addresses or importing from Outlook contact list. The software can be accessed on any device through its web interface.
How it works:
Pipedrive offers both enterprise and free plans. At the enterprise level, there are three plans which are. Basic ($25/month), Pro ($99/month. and Enterprise ($249/month. The basic version includes unlimited pipelines, 1 CRM integrations, 50 contacts, email import, mobile access and support. With the Pro package, users can integrate Pipedrive with other business applications such as SalesForce, Gmail and more via Appy Pie Connect. Two additional features are added at the Enterprise level which are multiple custom fields in pipeline and unlimited pipeline stages. The price difference between Enterprise and Pro is $100 per month and all additional features are available with the Enterprise level.
Pipedrive’s users have rated it very highly on third party sites such as G2 Crowd (4.5/5), Capterra (4.8/5. and GetApp (4.9/5.
Smartsheet is a project management application that enables businesses to manage project deadlines, execution details, workflows, assigning tasks to team members and more. It has support for mobile apps allowing users to access information through their mobile devices at any time. Tasks can be added to a calendar or schedule with a due date. Smartsheet also integrates with many CRM software packages including Salesforce, Zoho CRM, SugarCRM and more via Appy Pie Connect. Users can import data from Microsoft Office applications, Google Docs, Dropbox and more via Appy Pie Connect. They can also share dashboards via URL or embed them in web pages. There are various paid pricing tiers depending on the number of users within an organization and whether the user wants an enterprise license or not. Smartsheet’s users have rated it highly on third party sites such as Capterra (4.7/5. and GetApp (4.6/5.
This integration enables users to sync their Pipedrive account directly into Smartsheet. This way, every task that they create in Pipedrive will automatically appear in Smartsheet in the project fpder that they specified when syncing the two apps together. Any changes made in Smartsheet will also be reflected on Pipedrive so that it stays updated whenever tasks are assigned or completed. The fplowing diagram shows how this integration works.
This integration could really help teams manage their workload better since it allows them to easily keep track of tasks assigned to them without having to switch between various apps to get the information that they need for each of these tasks. With this integration enabled in the apps, no more switching between apps just to make sure that all of the necessary details for a task are captured in an app before it is assigned to a team member -the details could be entered directly into that app instead of jumping back and forth between multiple apps for the same task. This integration would also help increase overall productivity since team members would not have to waste time switching between apps just to get the information that they need for each of these tasks – they could simply refer to the information in one app which would save everyone time and effort. This would also eliminate mistakes in entering information because it would all be entered directly into one app that would display all relevant information for that task instead of jumping back and forth between different apps just to view all of the necessary information for a task. Finally, this could help improve overall customer satisfaction by decreasing wait times while still providing a quick response to customer enquiries due to the ability of one person being able to handle multiple tasks instead of having several people handle only one task which could lead to delays in response times for customers requesting assistance.
The process to integrate Pipedrive 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.