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Set up your first integration
Quickly connect Smartsheet to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Smartsheet with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Get Reports" from Smartsheet.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Smartsheet and Zoho CRM, automating your workflow.
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.
- Get Reports
[PRIVATE] Generates report list for dropdown.
Try ItTriggerPolling - Choose a SheetRequired
Try ItTriggerPolling- Select a ReportRequired
Try ItTriggerPolling- Workspace NameRequired
ActionWrite
- Choose a SheetRequired
Try ItTriggerPolling- Choose a SheetRequired
Try ItTriggerPolling- Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Try ItTriggerInstant - SheetRequired
- RowRequired
- File AttachmentRequired
ActionWrite
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Practical ways you can use Smartsheet and Zoho CRM
Sync customer feedback to CRM
When you receive new feedback through Smartsheet, Zapier updates Zoho CRM with the details. This setup keeps customer insights in one place, helping business owners track actionable trends and make informed decisions.
Business OwnerTrack leads from project sheets to CRM
When a new row gets added in Smartsheet to track lead information, Zapier creates a lead in Zoho CRM. This removes manual data entry and ensures all leads are captured in the CRM workflow.
Marketing & Marketing OpsLog project updates in CRM
When team members update a row in Smartsheet with project details, Zapier logs the information into Zoho CRM under the corresponding project or client. This ensures seamless tracking and easy access to project data.
Project ManagementLearn how to automate Smartsheet on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
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.
