Circle
Smartsheet

Circle and Smartsheet Integration

Seamlessly connect Circle communities with Smartsheet to streamline project management and enhance collaboration.

Explore Triggers and Actions

New Comment Posted
Trigger new event each time a new comment is posted in the selected community space.
New Post Published
Trigger new event each time a new post gets published in the community.
New Sheet From Template
Creates a new sheet from a template.
Add Row to Sheet
Adds a row to a sheet.
Update Row
Updates a row in a sheet.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Circle and Smartsheet?

The Circle and Smartsheet integration empowers teams to synchronize community engagement data with project workflows. Automatically sync discussions, tasks, and updates from your Circle community into Smartsheet, enabling real-time tracking and efficient project execution. This integration bridges the gap between community insights and operational planning, helping teams stay aligned and productive.

Connect
Circle
and
Smartsheet
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What benefits does the Circle and Smartsheet integration offer?

It enables automatic syncing of community discussions and tasks into Smartsheet, improving visibility, collaboration, and project tracking across teams.

How do I set up the integration between Circle and Smartsheet?

You can connect Circle to Smartsheet via our integration settings by authenticating both accounts and configuring which community data to sync into your Smartsheet sheets.

Can I customize what data is transferred between Circle and Smartsheet?

Yes, the integration allows you to select specific community activities, such as posts, comments, or task assignments, to be synced into designated Smartsheet sheets and columns.

Is the data sync between Circle and Smartsheet real-time?

The integration supports near real-time syncing, ensuring your Smartsheet reflects the latest community interactions with minimal delay.

Do I need technical skills to use the Circle and Smartsheet integration?

No technical expertise is required. The integration is designed for ease of use with straightforward setup and intuitive configuration options.

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