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Integrate Smartsheet with EngageBay

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

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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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations

Best ways to Integrate Smartsheet + EngageBay

  • Smartsheet Integration EngageBay Integration

    Smartsheet + EngageBay

    Create Contact from EngageBay from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    EngageBay Integration Create Contact
  • Smartsheet Integration EngageBay Integration

    Smartsheet + EngageBay

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

    Smartsheet + EngageBay

    Remove Tag From a Contact in EngageBay when Updated Row is added to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    EngageBay Integration Remove Tag From a Contact
  • Smartsheet Integration EngageBay Integration

    Smartsheet + EngageBay

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

    Smartsheet + EngageBay

    Add Contact to Sequence in EngageBay when Updated Row is added to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    EngageBay Integration Add Contact to Sequence
  • 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 + EngageBay in easier way

It's easy to connect Smartsheet + EngageBay 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 Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    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 Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

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

How Smartsheet & EngageBay 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 EngageBay 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 EngageBay.

    (2 minutes)

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

Integration of Smartsheet and EngageBay

Smartsheet?

Smartsheet is a web-based platform that allows users to create and track tasks and projects. It provides a range of tops to manage workflows, such as to-dos, scheduling, task assignment, visual work tracking, and project management. Thus, it provides a platform for users to cplaborate and complete tasks and projects efficiently.

EngageBay?

EngageBay is a time tracking top provider. It offers both software and online services, which allow users to track their time, productivity and expenses. The website can be used as a time-management top or as a billing top. Therefore, it offers greater flexibility for web-based work than the other competitors such as TimeCamp, Harvest and Toggl.

Integration of Smartsheet and EngageBay

Integrating Smartsheet and EngageBay provides a great opportunity for users to change their workflows and procedures. The integration allows you to create and track tasks and projects through time tracking and project management tops offered by Engagebay. This will allow you to complete tasks and projects more efficiently and effectively.

For example, you would like to set up a project with team members. Before Smartsheet, you can send emails to each of your team members asking them what they currently working on and what they need help with. However, this method might not be successful because some of your team members might not check their emails regularly or forget to send an email back. Therefore, using Smartsheet and EngageBay integration will allow you to assign specific tasks and projects to each of your team members. Moreover, you will also be able to create tasks and projects in Smartsheet and track time spent on each task through EngageBay. This way, you will know exactly what your team members are working on at any time. This will allow you to better coordinate tasks and projects among your team members. Additionally, you will also be able to manage all of the projects through Smartsheet’s dashboard on the website. Thus, you will be able to keep track of what your team members are working on and how long it takes them to finish each task/project. Therefore, this integration will allow you to better manage and track your projects.

  • Benefits of Integration of Smartsheet and EngateBay
  • Integrating Smartsheet and EngageBay brings many benefits for users. One of the benefits is that you can use Smartsheet as a time tracking top through EngageBay’s web-based service. This way, you do not need to download any software or pay extra money for software licenses. You can simply log into the website from your computer or mobile phone in order to track your time on each task/project. Another benefit is that you can use EngageBay’s software in order to create a specific workflow for the project in Smartsheet. You can use this top in order to assign tasks/projects to team members, monitor their progress on the project, generate reports on the progress of the project. In addition, you can also track time spent on each task through EngageBay’s software desktop application or mobile application. Therefore, this integration will allow you to better manage your projects by completing tasks in a more efficient manner. For example, when assigning tasks to team members you can specify how long each task should take in order to finish the project in a timely manner. Then, when you see that a team member is behind schedule on certain tasks, you can contact him/her about the progress in order to catch up so that the project can still be completed in a timely manner. You can also monitor progress through reports generated by both services. Moreover, if you do not know how long each task should take or how much time should be spent on each task, you can use these reports in order to make estimates for future projects. Therefore, this integration will allow you to complete tasks more effectively by monitoring team member progress, making estimates for future projects and managing tasks more efficiently.

    The process to integrate Smartsheet and EngageBay 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.