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

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Pipedrive
Pipedrive logo
Pipedrive
1. Choose trigger event
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Smartsheet
Smartsheet logo
Smartsheet
2. Choose action
Pipedrive logo
1. Select the event
Setup
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Pipedrive
Choose a trigger event

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 filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It

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25m

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

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 Owner
Try it
Track 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 Management
Log 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

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate Smartsheet on the Zapier blog

Make work flow with AI

Level up your Pipedrive to Smartsheet integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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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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