Integrate Smartsheet with Agile CRM
Appy Pie Connect allows you to automate multiple workflows between Smartsheet and Agile CRM
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsLooking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives
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Best ways to Integrate Smartsheet + Agile CRM
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Smartsheet + Agile CRM
Add Score to Contact in Agile CRM when Updated Row is added to Smartsheet Read More...When this happens...
Updated Row
Then do this...
Add Score to Contact
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Smartsheet + Agile CRM
Add Event in Agile CRM when Updated Row is added to Smartsheet Read More...When this happens...
Updated Row
Then do this...
Add Event
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Smartsheet + Agile CRM
Create Company from Agile CRM from Updated Row to Smartsheet Read More...When this happens...
Updated Row
Then do this...
Create Company
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Smartsheet + Agile CRM
Create or Update Contact from Agile CRM from Updated Row to Smartsheet Read More...When this happens...
Updated Row
Then do this...
Create or Update Contact
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When this happens...
Updated Row
Then do this...
Create Deal
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Smartsheet + Agile CRM without coding knowledge. Start creating your own business flow.
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New Attachment
Triggers whenever a new attachment is added to a row.
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New Comment
Triggers every time a new comment is added.
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New Row
Triggers whenever a new row is added.
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Updated Row
Triggers every time a row is updated.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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Add Attachment to Row
Adds a file attachment to a row.
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Add Row to Sheet
Add a row to a sheet.
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Copy Row
Duplicates row to another sheet.
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Copy Workspace
Creates a copy of the specified Workspace.
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Create Workspace
Creates a Workspace.
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Move Row
Moves row to another sheet.
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Send Row
Send a row via email.
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Share Sheet
Share a sheet.
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Share Workspace
Share a workspace.
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Update Row
Refresh an existing row with new values. A row ID is required.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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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.
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Update Company
Update a Company.
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How Smartsheet & Agile CRM Integrations Work
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Step 1: Choose Smartsheet as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Agile CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Smartsheet to Agile CRM.
(2 minutes)
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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.
