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Set up your first integration
Quickly connect Pipedrive to Smartsheet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with Smartsheet - 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 "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects Pipedrive and Smartsheet, 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.
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - NoteRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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Practical ways you can use Pipedrive and Smartsheet
Sync closed deals with a tracking sheet
When a new deal is marked as closed in Pipedrive, Zapier can automatically add a corresponding row in Smartsheet. This ensures business owners have an up-to-date tracking sheet for reviewing closed deals without manual data entry. This helps streamline operations and allows for quick performance evaluations.
Business OwnerTrack project progress from deals
When a deal is updated in Pipedrive, Zapier can automatically add or update a row in Smartsheet, reflecting the project progress. This ensures project managers can closely monitor timelines and address dependencies without juggling multiple systems, improving efficiency and planning.
Project ManagementLog updated deals in Smartsheet
When an existing deal's stage is updated in Pipedrive, Zapier can log the details into a Smartsheet sheet to keep everyone on the same page. This eliminates any chance of missing critical updates and promotes better collaboration and tracking with minimal manual effort.
Sales Ops