Integrate Customerly with Smartsheet

Send information between Customerly and Smartsheet automatically, without writing any code, using Zoho Flow.

Build your own integrations between Customerly and Smartsheet

Connect Customerly and Smartsheet with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Customerly and Smartsheet using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Workspace created

Triggers when a new workspace is created

Sheet added

Triggers when a new sheet is created

Row updated

Triggers when an existing row is updated

Row added

Triggers when a new row is added

Comment added

Triggers when a new comment is added

All Actions - Actions are the automated tasks

Create or update lead

Creates or updates a lead

Send message

Sends a message to the specified email address

Create or update user

Creates or updates a user

Fetch lead

Fetches the details of an existing lead by email address

Fetch user

Fetches the details of an existing user by email address

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

Share sheet

Shares an existing sheet with the specified users and groups

Update row

Updates the details of the specified row

Fetch row

Fetches the details of the specified row

What is Customerly?

Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.

What is Smartsheet?

Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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