OpenPhone
Smartsheet
Openphone and Smartsheet Integration
Seamlessly connect OpenPhone with Smartsheet to streamline communication and project management in one unified workflow.
Seamlessly connect OpenPhone with Smartsheet to streamline communication and project management in one unified workflow.
The OpenPhone and Smartsheet integration empowers teams to link their business phone system with their project management platform. Automatically sync call logs, messages, and contact details from OpenPhone into Smartsheet sheets and dashboards. This integration helps you track client communications alongside project tasks, improving collaboration, transparency, and productivity across your organization.
This integration centralizes your communication and project data, enabling teams to monitor calls and messages directly within Smartsheet. It enhances visibility into client interactions, accelerates follow-ups, and ensures project updates are informed by real-time communication insights.
To set up the integration, connect your OpenPhone account to Smartsheet via the integration settings. Authorize access, select the sheets where you want call and message data to appear, and customize the sync preferences to fit your workflow.
Yes, you can choose to sync specific data such as call logs, voicemail transcriptions, SMS messages, and contact information. This flexibility allows you to tailor the integration to your team’s unique needs.
Absolutely. Both OpenPhone and Smartsheet adhere to industry-leading security protocols and compliance standards to ensure your communication and project data remain protected at all times.
Yes, the integration supports near real-time syncing, so your Smartsheet dashboards and sheets are updated promptly as new calls and messages occur in OpenPhone.
