Integrate Smartsheet with Customerly
Appy Pie Connect allows you to automate multiple workflows between Smartsheet and Customerly
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- 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 Customerly
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Customerly IntegrationsBest ways to Integrate Smartsheet + Customerly
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Smartsheet + Customerly
Create or Update Lead from Customerly from Updated Row to Smartsheet Read More...When this happens...
Updated Row
Then do this...
Create or Update Lead
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Smartsheet + Customerly
Create or Update User from Customerly from Updated Row to Smartsheet Read More...When this happens...
Updated Row
Then do this...
Create or Update User
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Smartsheet + Customerly
Add User Tag in Customerly when Updated Row is added to Smartsheet Read More...When this happens...
Updated Row
Then do this...
Add User Tag
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Smartsheet + Customerly
Create or Update Lead to Customerly from New Row in Smartsheet Read More...When this happens...
New Row
Then do this...
Create or Update Lead
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Smartsheet + Customerly
Create or Update User to Customerly from New Row in Smartsheet Read More...When this happens...
New Row
Then do this...
Create or Update User
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Smartsheet + Customerly 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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New Lead
Triggers when a new lead is created.
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New User
Triggers when a new user is created.
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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 User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
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How Smartsheet & Customerly 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 Customerly 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 Customerly .
(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 Customerly
Smartsheet, the project management software company, has been acquired by Customerly, a software company whose product improves customer service in call centers. The companies are working on creating a new integration that will allow customers to integrate their Smartsheet and Customerly accounts through a simple one click process.
The integration is expected to take a few months to complete, but that is not stopping other companies from asking for access to the new integration early – some companies have even requested access to the new integration months before the update is released.
Integrating Smartsheet and Customerly will create an efficient workflow for businesses; this will save both time and money for businesses. Since the two products are integrated, actions can be carried out directly from one app to the next without having to leave the screen. This will reduce back-and-forth communication between teams or departments and will allow members of different departments to see each other’s progress on projects.
Customerly will be able to gather data from Smartsheet about projects. They will be able to use that data for customer service purposes, such as in call centers. This saves time for agents because they no longer need to manually enter data into Customerly. It also saves time for managers because they will be able to see what issues customers are facing without having to ask customers themselves. And it saves money because customer support issues can be handled more efficiently and cost effectively.
With Smartsheet and Customerly already being used by thousands of businesses, it makes sense for them to be integrated. It helps save time and effort for businesses and at the same time gives them more contrp over their projects.
The process to integrate Smartsheet and Customerly 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.
