Integrate Smartsheet with Zoho CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Smartsheet with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Smartsheet

A trigger is an event that starts your Zap and runs the workflow. For example, with Smartsheet, a trigger could be "Updated Row."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Smartsheet to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Smartsheet to Zoho CRM with a Zapier template.

Our most popular template

Add rows to Smartsheet for new contacts in Zoho CRM
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Zoho CRM + Smartsheet
Update Zoho CRM module entries each time a row is updated in Smartsheet
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Smartsheet + Zoho CRM
Create module entries in Zoho CRM for each new row in Smartsheet
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Smartsheet + Zoho CRM

Add rows to Smartsheet for new contacts in Zoho CRM

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Zoho CRM + Smartsheet

Update Zoho CRM module entries each time a row is updated in Smartsheet

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Smartsheet + Zoho CRM

Create module entries in Zoho CRM for each new row in Smartsheet

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Smartsheet + Zoho CRM

Make work flow with AI

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Frequently Asked Questions about Smartsheet + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Smartsheet and Zoho CRM

How can I set up an integration between Smartsheet and Zoho CRM?

We offer a streamlined process to integrate Smartsheet with Zoho CRM using triggers and actions. Start by logging into your account, then choose Smartsheet as the trigger app and select a specific action like 'New Row' or 'Updated Row.' Next, choose Zoho CRM as the action app and determine what should happen in CRM, such as 'Create Lead' or 'Update Contact.' Follow our on-screen instructions to complete the setup.

What types of triggers can I use with Smartsheet when integrating with Zoho CRM?

In our tool, you can use triggers like 'New Row', 'Updated Row', or 'Deleted Row' from Smartsheet. These allow automated actions in Zoho CRM, such as creating a new contact or updating an existing deal when changes occur in your spreadsheet.

Are there any preconditions for integrating Smartsheet with Zoho CRM?

Before setting up the integration, ensure both your Smartsheet and Zoho CRM accounts are active, you have admin access to both platforms, and necessary fields exist in both apps to facilitate data transfer. Also, keep API access enabled for seamless connectivity.

Can I customize actions in Zoho CRM based on changes in Smartsheet?

Yes, by leveraging our integration platform, you can customize various actions in Zoho CRM based on triggers from Smartsheet. For instance, if a new row is added in Smartsheet indicating a lead’s interest level change, you could automate updating that lead's status within Zoho CRM accordingly.

How do error handling and troubleshooting work during integration?

Our system provides detailed logs for each step of the integration where errors might occur. If an error arises during data transfer between Smartsheet and Zoho CRM, check these logs for discrepancies or missed mappings. Our support team is always ready to assist if further troubleshooting is required.

Is it possible to map custom fields between Smartsheet and Zoho CRM?

Yes, custom field mapping is supported between Smartsheet and Zoho CRM. During setup, you'll be prompted to pair fields from both applications according to their data relevance—letting operations like lead scoring or customer categorization flow smoothly between systems.

Do changes made in Zoho CRM reflect back into Smartsheet automatically?

Currently, our standard integrations focus on pushing updates from Smartsheet into Zoho CRM. Reverse updates can be set up but may require additional configuration using webhooks or manual syncing processes defined within either platform’s settings.

Connect Smartsheet and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Smartsheet and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Workspace Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Source Folder
  Required
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write

- Workspace
  Required
- New Folder Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Destination
  Required
- Choose a Sheet
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write

- Choose a Sheet
  Required
- Row
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es)
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row
Find a row in a specified sheet using a query.
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose a Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Choose a Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

Learn how to automate Smartsheet on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

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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