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Pipedrive + Smartsheet

Pipedrive + Smartsheet

Pipedrive + Smartsheet integrations

Add new Pipedrive deals matching filter criteria to Smartsheet as rows

Keep your Smartsheet organized and up-to-date with this Pipedrive to Smartsheet automation. Whenever a deal matches a specific filter in Pipedrive, this workflow will add a new row to a designated sheet in Smartsheet, ensuring all relevant information is captured efficiently. Stay on top of your deals without manual data entry, boosting productivity and enhancing organization within your sales process.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Add Row to Sheet
    Add Row to Sheet
    Add Row to SheetAdd a row to a sheet.
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More things you can do with Pipedrive and Smartsheet

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

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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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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