IRIS CRM + Smartsheet integrations
Update rows in Smartsheet when lead status changes in IRIS CRM
Stay on top of your leads in IRIS CRM by instantly updating your Smartsheet. This workflow activates as soon as your lead status changes in IRIS CRM, adding a new row to your designated Smartsheet. It’s a seamless way to ensure you never miss an update and all your data is consistently organized. Boost your productivity with this intuitive and efficient automation.
- When this happens...Lead Status UpdatedTriggers when a lead's status is updated.
- automatically do this!Add Row to SheetAdd a row to a sheet.
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More things you can do with IRIS CRM and Smartsheet
Discover other triggers and actions you can use with IRIS CRM and Smartsheet
- Info
- Current StatusRequired
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- Current StatusRequired
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- Current StatusRequired
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- Previous StatusRequired
- New StatusRequired
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- Lead Deleted
Triggers when a lead is deleted.
Try ItTriggerInstant - Info
- Current StatusRequired
Try ItTriggerInstant- Lead Restored
Triggers when a lead is restored.
Try ItTriggerInstant - Lead Updated
Triggers when a lead is updated.
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IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
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