?>

Integrate pipelinedeals with Smartsheet

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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 Integration Google Sheets

Best ways to Integrate pipelinedeals + Smartsheet

  • pipelinedeals Integration Smartsheet Integration

    pipelinedeals + Smartsheet

    Copy Workspace in Smartsheet when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals Integration list deal stages
     
    Then do this...
    Smartsheet Integration Copy Workspace
  • pipelinedeals Integration Smartsheet Integration

    pipelinedeals + Smartsheet

    Create Workspace from Smartsheet from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals Integration list deal stages
     
    Then do this...
    Smartsheet Integration Create Workspace
  • pipelinedeals Integration Smartsheet Integration

    pipelinedeals + Smartsheet

    Copy Row in Smartsheet when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals Integration list deal stages
     
    Then do this...
    Smartsheet Integration Copy Row
  • pipelinedeals Integration Smartsheet Integration

    pipelinedeals + Smartsheet

    Send Row in Smartsheet when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals Integration list deal stages
     
    Then do this...
    Smartsheet Integration Send Row
  • pipelinedeals Integration Smartsheet Integration

    pipelinedeals + Smartsheet

    Share Workspace in Smartsheet when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals Integration list deal stages
     
    Then do this...
    Smartsheet Integration Share Workspace
  • pipelinedeals Integration {{item.actionAppName}} Integration

    pipelinedeals + {{item.actionAppName}}

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

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How pipelinedeals & Smartsheet Integrations Work

  1. Step 1: Choose pipelinedeals 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 pipelinedeals to Smartsheet.

    (2 minutes)

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

Integration of pipelinedeals and Smartsheet

pipelinedeals

Pipelinedeals is a cloud-based business intelligence platform that provides an end-to-end view of the business, helping to drive performance and efficiency and enabling users to gain insights from data. It combines finance with sales, marketing, production, supply chain and customer service on one platform.

Smartsheet

Smartsheet is a web-based project management and cplaboration platform that allows users to manage projects, tasks and schedules. It allows to share and cplaborate using drag-and-drop interface.

Integration of pipelinedeals and Smartsheet

Integrating pipelinedeals and Smartsheet will allow to improve the company’s efficiency in sending and receiving messages within the organization. We can also use it to integrate our other applications such as CRM, ERP or custom applications.

  • Benefits of Integration of pipelinedeals and Smartsheet:
  • It allows the company to share and update data among staff members in real time.

    It reduces the time spent on manually updating the data by staff members, hence improving the productivity of the company.

    It allows the company to integrate its existing applications into one common platform.

    It improves visibility of data across departments.

    It reduces errors by saving time spent on manual data entry as well as reducing human error.

    We have briefly discussed about pipelinedeals and Smartsheet and how we can integrate them for our organization’s efficiency in sending and receiving messages within the organization. We will be able to integrate our other applications such as CRM, ERP or custom applications into these platforms while improving our organization’s efficiency in sending and receiving messages within the organization.

    The process to integrate pipelinedeals 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.