Integrate Smartsheet with Jetpack CRM
Send information between Smartsheet and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Smartsheet and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row added
Triggers when a new row is added
Row updated
Triggers when an existing row is updated
Sheet added
Triggers when a new sheet is created
Workspace created
Triggers when a new workspace is created
Comment added
Triggers when a new comment is added
Invoice updated
Triggers when the details of an existing invoice is updated
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Contact status updated
Triggers when the status of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Company created
Triggers when a new company is created
Quote created
Triggers when a new quote is created
All Actions - Actions are the automated tasks
Share workspace
Shares an existing workspace with the specified users and groups
Add row to sheet
Adds a new row in the selected sheet
Copy workspace
Creates a copy of the specified workspace
Update row
Updates the details of the specified row
Share sheet
Shares an existing sheet with the specified users and groups
Fetch row
Fetches the details of the specified row
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
What is Smartsheet?
Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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