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...

New Attachment

Triggers when a new attachment is added to a row.

automatically do this!

Create Activity

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

Popular Smartsheet + Pipeline CRM workflows

Our most popular Zap! arrow pointing down

Add new rows to Smartsheet for new changed deal statuses on PipelineDeals
Pipeline CRM + Smartsheet
More details
When this happens
Step 1: Deal Status Changed
Then do this
Step 2: Add Row to Sheet
See Zap details Try it
Add new rows to Smartsheet for new changed deal statuses on PipelineDeals
Add new rows to Smartsheet for new changed deal statuses on PipelineDeals
Pipeline CRM + Smartsheet

Supported triggers and actions

What does this mean?

Updated Row
Triggers when a row is updated.
Trigger
Scheduled
New Attachment
Triggers when a new attachment is added to a row.
Trigger
Scheduled
New Comment
Triggers when a new comment is added.
Trigger
Scheduled
New Row
Triggers when a new row is added.
Trigger
Scheduled
Create Workspace
Creates a Workspace.
Action
Write

Add Attachment to Row
Adds a file attachment to a row.
Action
Write
Add Discussion to Row
Adds discussion to row.
Action
Write

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

Step 1: Authenticate Smartsheet + 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.

Connect apps

Connect Smartsheet + Pipeline CRM

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

Similar Apps

MySQL

Databases

Zoho Creator

App Builder, Zoho

Knack

Databases

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.