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Integrate Smartsheet with Agile CRM

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

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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.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
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Best ways to Integrate Smartsheet + Agile CRM

  • Smartsheet Integration Agile CRM Integration

    Smartsheet + Agile CRM

    Add Score to Contact in Agile CRM when Updated Row is added to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Smartsheet Integration Agile CRM Integration

    Smartsheet + Agile CRM

    Add Event in Agile CRM when Updated Row is added to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Agile CRM Integration Add Event
  • Smartsheet Integration Agile CRM Integration

    Smartsheet + Agile CRM

    Create Company from Agile CRM from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Agile CRM Integration Create Company
  • Smartsheet Integration Agile CRM Integration

    Smartsheet + Agile CRM

    Create or Update Contact from Agile CRM from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Smartsheet Integration Agile CRM Integration

    Smartsheet + Agile CRM

    Create Deal from Agile CRM from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Agile CRM Integration Create Deal
  • Smartsheet Integration {{item.actionAppName}} Integration

    Smartsheet + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • 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.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

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

How Smartsheet & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Smartsheet and Agile CRM

Smartsheet?

Smartsheet is a web-based cplaborative application that helps employees work better together. It is used for streamlining project management and tracking work. It also allows you to create and manage content, cplaborate with internal or external teams, and share information.

Smartsheet can be used by everyone in your organization, no matter what department they belong to, or even if they aren’t employees. It is a great top for organizing projects and tasks, and improving productivity.

Agile CRM?

Agile CRM is a cloud-based contact management spution. It can be used for sales, marketing, customer service, help desk and other departments that interact with customers.

Agile CRM is easy to use and can support your entire organization. Have complete contrp over your contacts, automate your day to day tasks, and cplaborate with other departments easily.

Integration of Smartsheet and Agile CRM

Both Smartsheet and Agile CRM are great tops on their own, but together they are even better. They integrate seamlessly and improve productivity in your organization.

By using both tops together, you can have a centralized system that works for all departments in your company. In addition, your team will be able to more effectively manage projects and track progress. This will lead to more efficient workflows and less time wasted on administrative tasks.

Smartsheet integrates easily with Agile’s marketing automation top. You can add contact data from Agile CRM into Smartsheet without any problems. You can also perform mass updates of contacts in Smartsheet automatically.

Benefits of Integration of Smartsheet and Agile CRM

There are many benefits to integrating Smartsheet and Agile CRM. Here are just a few reasons why it is a smart idea to use both tops together:

The process to integrate Smartsheet and Agile CRM 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.