Agile CRM Beta

Smartsheet Beta


Integrate Agile CRM with Smartsheet
when a deal reaches a specific milestone you choose in agile crm , add a row to a sheet in Smartsheet.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is Smartsheet?

Smartsheet is a software as a service application for collaboration and work management that is developed and marketed by Smartsheet Inc. It is used to assign tasks, track project progress, manage calendars, share documents, and manage other work. It has a spreadsheet-like user interface.



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select Smartsheet as your action app and select an event
  • Map the fields from Agile CRM to Smartsheet by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , add a row to a sheet in Smartsheet.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , send a sheet via email (as PDF or Excel) in Smartsheet.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , share a sheet in Smartsheet.

Coming soon