Pipedrive + Smartsheet

Add new persons from Pipedrive to Smartsheet as rows instantly

Keep your team updated with the latest contact information by connecting Pipedrive to Smartsheet. When a new person is added in Pipedrive, this workflow instantly adds that individual's details as a new row in a designated Smartsheet. It not only streamlines your record-keeping process but also ensures every team member has access to the most recent data. Harness the power of automation to improve your contact management without any extra effort.

Keep your team updated with the latest contact information by connecting Pipedrive to Smartsheet. When a new person is added in Pipedrive, this workflow instantly adds that individual's details as a new row in a designated Smartsheet. It not only streamlines your record-keeping process but also ensures every team member has access to the most recent data. Harness the power of automation to improve your contact management without any extra effort.

  1. When this happens...
    PipedrivePipedrive
    New Person

    Triggers when a new person is created.

    TriggerScheduled
  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?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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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