Smartsheet + Pipeline CRM Integrations
How to connect Smartsheet + Pipeline CRM
Zapier lets you send info between Smartsheet and Pipeline CRM automatically—no code required.
Popular Smartsheet + Pipeline CRM workflows
Add new rows to Smartsheet for new changed deal statuses on PipelineDeals
Add new rows to Smartsheet for new changed deal statuses on PipelineDeals
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Updated RowTriggers when a row is updated.Trigger- New AttachmentTriggers when a new attachment is added to a row.Trigger
- New CommentTriggers when a new comment is added.Trigger
- New RowTriggers when a new row is added.Trigger
- Create WorkspaceCreates a Workspace.Action
- Add Attachment to RowAdds a file attachment to a row.Action
- Add Discussion to RowAdds discussion to row.Action
- Add Row to SheetAdd a row to a sheet.Action
- 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
- Step 1: Authenticate Smartsheet and Pipeline CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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