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 550+ 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

Comment added

Triggers when a new comment is added

Row updated

Triggers when an existing row is updated

Sheet added

Triggers when a new sheet is created

Row added

Triggers when a new row is added

Workspace created

Triggers when a new workspace is created

All Actions - Actions are the automated tasks

Create or update user

Creates or updates a user

Create or update lead

Creates or updates a lead

Send message

Sends a message to the specified email address

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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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

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Technical and Operations Head, TruAct

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