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Nutshell + Smartsheet

Add new Nutshell leads to Smartsheet rows for seamless organization

Easily manage your new Nutshell leads by adding them to a Smartsheet row with this efficient workflow. Once set up, each time a new lead is created in Nutshell, a corresponding row will be automatically added to your Smartsheet, helping you stay organized and track the progress of your leads effectively. Say goodbye to manual data entry and streamline your lead management process.

Easily manage your new Nutshell leads by adding them to a Smartsheet row with this efficient workflow. Once set up, each time a new lead is created in Nutshell, a corresponding row will be automatically added to your Smartsheet, helping you stay organized and track the progress of your leads effectively. Say goodbye to manual data entry and streamline your lead management process.

  1. When this happens...
    NutshellNutshell
    New Lead

    Triggers when a new Lead is created.

    TriggerInstant
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Nutshell triggers, actions, and search

    Lead Won

    Triggers when a lead is won.

    Trigger
    Instant
    Try It
    • NameRequired

    • Email

    • Phone

    • Related person

    • Url

    • Street address

    • City

    • State

    • Postal Code

    • Country

    • Company Type

    • Tags

    • Territory

    • Industry

    • Full address

    Action
    Write
    • NameRequired

    • Email Address

    • Phone

    • Related company

    • Street address

    • City

    • Postal Code

    • State

    • Tags

    • Territory

    • Audience

    • Url

    • Full address

    Action
    Write
nutshell-crm logo
nutshell-crm logo

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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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