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  • Pipeline CRM logoPipeline CRM logo

Smartsheet + Pipeline CRM Integrations

How to connect Smartsheet + Pipeline CRM

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  • Smartsheet triggers, actions, and search
    Updated Row
    Triggers when a row is updated.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Attachment
    Triggers when a new attachment is added to a row.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Comment
    Triggers when a new comment is added.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Row
    Triggers when a new row is added.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    Create Workspace
    Creates a Workspace.
    Action
    Write
  • Smartsheet triggers, actions, and search
    Add Attachment to Row
    Adds a file attachment to a row.
    Action
    Write
  • Smartsheet triggers, actions, and search
    Add Discussion to Row
    Adds discussion to row.
    Action
    Write
  • Smartsheet triggers, actions, and search
    Add Row to Sheet
    Add a row to a sheet.
    Action
    Write
  • Smartsheet

    Copies folder to another destination.

    Scheduled

    Action

  • Smartsheet

    Copies row to another sheet.

    Scheduled

    Action

  • Smartsheet

    Creates a copy of the specified Workspace.

    Scheduled

    Action

  • Smartsheet

    Moves row to another sheet.

    Scheduled

    Action

  • Smartsheet

    Create a new sheet from an existing sheet.

    Scheduled

    Action

  • Smartsheet

    Create a new sheet from a template.

    Scheduled

    Action

  • Smartsheet

    Update an existing row with new values. Requires a row ID.

    Scheduled

    Action

  • Smartsheet

    Send a row via email.

    Scheduled

    Action

  • Smartsheet

    Send a sheet via email (as PDF or Excel).

    Scheduled

    Action

  • Smartsheet

    Share a sheet.

    Scheduled

    Action

  • Smartsheet

    Share a workspace.

    Scheduled

    Action

  • Pipeline CRM

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

    Instant

    Trigger

  • Pipeline CRM

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

    Instant

    Trigger

  • Pipeline CRM

    Triggers when a new company is created in your PipelineDeals account.

    Instant

    Trigger

  • Pipeline CRM

    Triggers when a new deal is created in your PipelineDeals account.

    Instant

    Trigger

  • Pipeline CRM

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

    Instant

    Trigger

  • Pipeline CRM

    Creates a new activity associated to an existing person, company or deal.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new calendar event in your Pipeline account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new calendar task in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new company in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new deal in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new person in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Moves a deal to next stage.

    Scheduled

    Action

  • Pipeline CRM

    Updates an existing company in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Updates an existing deal in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Updates an existing person in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find an existing company in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find an existing deal in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find an existing person on your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find or Create Company

    Scheduled

    Action

  • Pipeline CRM

    Find or Create Deal

    Scheduled

    Action

  • Pipeline CRM

    Find or Create Person

    Scheduled

    Action

How Smartsheet + Pipeline CRM Integrations Work

  1. Step 1: Authenticate Smartsheet and Pipeline CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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.

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About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
Learn more

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