Membrain + Smartsheet

Membrain + Smartsheet integrations

Add new rows to Smartsheet when sales projects are won in Membrain

Boost your project management efficiency with this workflow. When a sales project is won in Membrain, it will immediately create a new row in your specified Smartsheet. This keeps your team updated and ensures that you can easily manage and track the progress of your successful sales projects. Say goodbye to manual data entry and hello to seamless business automation.

When this happens...
Sales Project WonTriggers when a sales project is won.
TriggerPolling
automatically do this!
Add Row to SheetAdd a row to a sheet.
ActionWrite

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More things you can do with Membrain and Smartsheet

Discover other triggers and actions you can use with Membrain and Smartsheet

- Please select one or more Activity Types
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more Campaign Stages
  Required
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Please select one or more Process Stages
  Required
Trigger
Polling
Try It

- Activity Type
- Company Name
  Required
- Contents
  Required
- Prospect Name
- Sales Project Name
- Organizer Name
- Contact Name
Action
Write
- Company Name
  Required
- Contact Name
  Required
Action
Write

- Campaign Name
  Required
- Company Name
  Required
- Contact Name
- Owner Name
Action
Write
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
- Select a Report
  Required
Trigger
Polling
Try It
- Workspace Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Source Workspace
- Source Folder
  Required
- Destination Workspace
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write
- Workspace
  Required
- New Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet ID
  Required
- Row ID
  Required
Action
Search

Content Hub Item Created
Triggers when a Content Hub Item Created.
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Company Name
  Required
Action
Write
- Type
  Required
- ContentType
  Required
- Name
- Link
- File
Action
Write
- Process Name
  Required
- Opportunity Name
  Required
- Company Name
  Required
- Owner Name
  Required
- Value
- Value Currency
- Estimated Closing Date
Action
Write
- Choose a Sheet
  Required
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Sheet
  Required
- Column
  Required
- Parent Row
Action
Write
- Destination
  Required
- Sheet to Copy
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row ID
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet ID
  Required
- Query
  Required
Action
Search

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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