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.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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Lead Won
Triggers when a lead is won.
Try ItNew Company
Triggers when new Company is created.
Try ItNew Person
Triggers when new Person is created.
Try ItAgenda
Activity typeRequired
Start time
End time
Internal note
People within Nutshell
Users within Nutshell
Meeting lasts all day
Flag meeting as important
Street address
Street address line 2
Street address line 3
City
State
Country
Postal code
Address type
