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Smartsheet + SugarCRM

Add new SugarCRM records to Smartsheet as rows instantly

This workflow initiates when a new record enters your SugarCRM system, subsequently adding a row to your sheet in your Smartsheet app. This automation not only eases the process of manual data entry but also aids in maintaining a systematic record of all the new data inside your SugarCRM. This ends up saving your time for other important tasks and ensures your Smartsheet always stays up-to-date with the latest additions.

This workflow initiates when a new record enters your SugarCRM system, subsequently adding a row to your sheet in your Smartsheet app. This automation not only eases the process of manual data entry but also aids in maintaining a systematic record of all the new data inside your SugarCRM. This ends up saving your time for other important tasks and ensures your Smartsheet always stays up-to-date with the latest additions.

  1. When this happens...
    SugarCRMSugarCRM
    New Record

    Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).

    TriggerScheduled
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

    • Value for Search Field #2

    Action
    Search
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

    • Value for Search Field #2

    Action
    Search or write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
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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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Related categories

  • Spreadsheets

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