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Radius CRM + Smartsheet

Create new leads/clients in Radius CRM for each new row added in Smartsheet

This workflow initiates when a new row appears in Smartsheet and subsequently creates a lead or client in Radius CRM. Ideal for businesses looking to streamline their lead management process, this automation decreases manual data entry and enhances productivity. You can now effectively convert new Smartsheet entries into potential business opportunities in Radius CRM, making your lead generation strategy more efficient and responsive.

This workflow initiates when a new row appears in Smartsheet and subsequently creates a lead or client in Radius CRM. Ideal for businesses looking to streamline their lead management process, this automation decreases manual data entry and enhances productivity. You can now effectively convert new Smartsheet entries into potential business opportunities in Radius CRM, making your lead generation strategy more efficient and responsive.

  1. When this happens...
    SmartsheetSmartsheet
    New Row

    Triggers when a new row is added.

    TriggerScheduled
  2. automatically do this!
    Radius CRMRadius CRM
    Create Lead/Client

    Create a Lead or Client in Radius

    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
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radius-crm logo

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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Related categories

  • CRM (Customer Relationship Management)

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smartsheet logo
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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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