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Smartsheet + Pipeline CRM Integrations

How to connect Smartsheet + Pipeline CRM

Zapier lets you send info between Smartsheet and Pipeline CRM automatically—no code required.

When this happens...
SmartsheetSmartsheet
New Attachment

Triggers when a new attachment is added to a row.

automatically do this!
Pipeline CRMPipeline CRM
Create Activity

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

Supported triggers and actions

What does this mean?

How Smartsheet + Pipeline CRM Integrations Work

  1. Step 1: Authenticate Smartsheet + 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.
Connect apps

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.

Related categories

  • Spreadsheets

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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.

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