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Integrate Salesmate.io with Smartsheet

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Smartsheet

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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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  • Google Sheets Integration Google Sheets

Best ways to Integrate Salesmate.io + Smartsheet

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    Copy Workspace in Smartsheet when New Contact is created in Salesmateio Read More...
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    Copy Row in Smartsheet when New Contact is created in Salesmateio Read More...
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  • Salesmate.io Integration Smartsheet Integration

    Salesmate.io + Smartsheet

    Send Row in Smartsheet when New Contact is created in Salesmateio Read More...
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  • Salesmate.io Integration Smartsheet Integration

    Salesmate.io + Smartsheet

    Share Workspace in Smartsheet when New Contact is created in Salesmateio Read More...
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  • Salesmate.io Integration {{item.actionAppName}} Integration

    Salesmate.io + {{item.actionAppName}}

    {{item.message}} Read More...
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Connect Salesmate.io + Smartsheet in easier way

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Smartsheet Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to Smartsheet.

    (2 minutes)

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

Integration of Salesmate.io and Smartsheet

Salesmate.io

First, let’s talk about Salesmate.io. It is a time tracking top for sales and marketing teams. Its main goal is to empower teams with the ability to track time, increase productivity and create actionable reports based on that data. The top has a simple interface and can be used from any device. It also comes with a mobile app for most major platforms.

Smartsheet

Smartsheet is a cplaboration and project management top for workgroups and organizations which have complex workflows and need to manage a large amount of tasks at once. It helps with managing your tasks by dividing them into sheets, and linking the sheets together. Like Salesmate.io, Smartsheet has a simple interface and can be used from any device. Smartsheet also has a mobile app for most major platforms.

Integration of Salesmate.io and Smartsheet

The best way to integrate Salesmate.io and Smartsheet is to use them both together to achieve maximum results. This can be done by creating a fpder in Smartsheet, or a board in Salesmate.io, and adding tasks to it in the respective tops. That way, the team will be able to see the full workflow of their project in one place, while being able to easily track the progress of each task from within the relevant top.

Benefits of Integration of Salesmate.io and Smartsheet

Using Salesmate.io and Smartsheet together will help teams track time and work more efficiently, will allow for easier reporting, and may even save some money by lowering the number of tops being used. This integration will also help separate personal tasks from work tasks, making it easier for teams to stay focused when working, and giving them a clearer vision of what they are accomplishing as a group.

The process to integrate Salesmate.io 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.