?>

Integrate Smartsheet with Customerly

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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 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 Integrations

Best ways to Integrate Smartsheet + Customerly

  • Smartsheet Integration Customerly  Integration

    Smartsheet + Customerly

    Create or Update Lead from Customerly from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Smartsheet Integration Customerly  Integration

    Smartsheet + Customerly

    Create or Update User from Customerly from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Customerly  Integration Create or Update User
  • Smartsheet Integration Customerly  Integration

    Smartsheet + Customerly

    Add User Tag in Customerly when Updated Row is added to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Customerly  Integration Add User Tag
  • Smartsheet Integration Customerly  Integration

    Smartsheet + Customerly

    Create or Update Lead to Customerly from New Row in Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration New Row
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Smartsheet Integration Customerly  Integration

    Smartsheet + Customerly

    Create or Update User to Customerly from New Row in Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration New Row
     
    Then do this...
    Customerly  Integration Create or Update User
  • 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 + Customerly in easier way

It's easy to connect Smartsheet + Customerly 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.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Smartsheet & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

  6. 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.