Nova CRM + Smartsheet

Nova CRM + Smartsheet integrations

Create leads in Nova CRM from newly-updated rows in Smartsheet

Maximize the efficiency of your project management and customer relationship management workflows by integrating Smartsheet with Nova CRM. This powerful Zap enables seamless data updates between these platforms, empowering your team to collaborate effectively and streamline processes.

When this happens...
Updated RowTriggers when cells in a row are updated or created (based on your settings).
TriggerInstant
automatically do this!
Create a ContactCreates a Lead in the Nova CRM.
ActionWrite

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More things you can do with Smartsheet and Nova CRM

Discover other triggers and actions you can use with Smartsheet and Nova CRM

Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
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- 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 Folder
  Required
- 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
Active Agents
Returns all the agents in your NOVA workspace
Trigger
Polling
Try It
Stages
Get Stages from Nova CRM and bind when creating Objects
Trigger
Polling
Try It
- Identifier such as Phone, Email or NovaCRM ID.
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Country Code
  Required
- Contact Number
  Required
- Tags
- Stage
- Source
- Assign to a Team Member
- Address for the Contact
- City
- Custom Question 1
- Custom Answer 1
- Custom Question 2
- Custom Answer 2
- Custom Question 3
- Custom Answer 3
- Custom Question 4
- Custom Answer 4
- Custom Question 5
- Custom Answer 5
Action
Write
- First Name
  Required
- Last Name
- Email Address
  Required
- Country Code
- Contact Number
  Required
- Tags for this Lead
- Stage for this Lead
  Required
- Source for this Lead
  Required
Action
Write
- Unique Identifier ( Can be Email, Phone)
  Required
- Title for the task
  Required
- Type of Task
  Required
- Date
  Required
- Time for the Task
  Required
Action
Write
- Identifier such as Phone Number, Email or Nova CRM ID
  Required
- Stage
  Required
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
Sources
Get Sources from Nova CRM and bind when creating Objects
Trigger
Polling
Try It
Tags
Tags from Nova CRM are fetched from here.
Trigger
Polling
Try It
- Contact Identifier such as Phone Number, Email or Nova CRM ID
  Required
- Agent
  Required
- Assign to Self
  Required
Action
Write
- Contact Identifier such as Phone Number, Email or Nova CRM ID
  Required
- Title of the Appointment Event
  Required
- Location for Meeting, Place or Zoom
  Required
- Description
  Required
- Type of Appointment
  Required
- Meeting Start Date
  Required
- Meeting Start Time
  Required
- Meeting End Date
  Required
- Meeting End Time
  Required
Action
Write
- Identifier (Email or Phone)
  Required
- Content
  Required
Action
Write
- Email, Phone number or Nova CRM ID
  Required
Action
Write

About Nova CRM

Nova CRM is a real state lead management CRM

HelpHelp

Related categories

CRM (Customer Relationship Management)

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.

HelpHelp

Related categories

Spreadsheets

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