Pipedrive + Smartsheet

Update Pipedrive deals when new rows are added in Smartsheet

Streamline your sales pipeline management with this efficient workflow. When a new row is added in Smartsheet, the related deal in Pipedrive gets updated, ensuring your sales team stays up-to-date with current information. Save time on manual data entry tasks and empower your team to focus on closing deals and building strong customer relationships.

Streamline your sales pipeline management with this efficient workflow. When a new row is added in Smartsheet, the related deal in Pipedrive gets updated, ensuring your sales team stays up-to-date with current information. Save time on manual data entry tasks and empower your team to focus on closing deals and building strong customer relationships.

  1. When this happens...
    SmartsheetSmartsheet
    New Row

    Triggers when a new row is added.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Workspace NameRequired

    Action
    Write
    • Choose a SheetRequired

    • RowRequired

    • TitleRequired

    • CommentRequired

    Action
    Write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • SheetRequired

    • RowRequired

    • File AttachmentRequired

    Action
    Write
    • Choose a SheetRequired

    • Add Row to Top or Bottom

    Action
    Write
pipedrive logo
pipedrive logo

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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Related categories

  • CRM (Customer Relationship Management)

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smartsheet logo
smartsheet logo

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.
Help

Related categories

  • Spreadsheets

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