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.
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 Integrations
Smartsheet + CustomerlyCreate or Update Lead from Customerly from Updated Row to Smartsheet Read More...
Smartsheet + CustomerlyCreate or Update User from Customerly from Updated Row to Smartsheet Read More...
Smartsheet + CustomerlyAdd User Tag in Customerly when Updated Row is added to Smartsheet Read More...
Smartsheet + CustomerlyCreate or Update Lead to Customerly from New Row in Smartsheet Read More...
Smartsheet + CustomerlyCreate or Update User to Customerly from New Row in Smartsheet Read More...
It's easy to connect Smartsheet + Customerly without coding knowledge. Start creating your own business flow.
Triggers whenever a new attachment is added to a row.
Triggers every time a new comment is added.
Triggers whenever a new row is added.
Triggers every time a row is updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Adds a file attachment to a row.
Add a row to a sheet.
Duplicates row to another sheet.
Creates a copy of the specified Workspace.
Creates a Workspace.
Moves row to another sheet.
Send a row via email.
Share a sheet.
Share a workspace.
Refresh an existing row with new values. A row ID is required.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
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.