Pipedrive
Smartsheet
Pipedrive and Smartsheet Integration
Seamlessly connect your sales pipeline with project management to boost productivity and collaboration.
Seamlessly connect your sales pipeline with project management to boost productivity and collaboration.
The Pipedrive and Smartsheet integration empowers sales and project teams to work in harmony by syncing deal data with project plans. Automatically update Smartsheet rows based on Pipedrive deal stages, track progress in real-time, and ensure everyone stays aligned from lead to delivery—all without manual data entry.
It streamlines workflows by syncing sales data with project management, reduces manual updates, improves team collaboration, and ensures accurate, real-time visibility into deal progress and project status.
The integration automatically transfers deal information such as stages, values, and deadlines from Pipedrive to corresponding rows in Smartsheet, updating changes in real-time to keep both platforms aligned.
Yes, you can tailor the integration to map specific Pipedrive fields to Smartsheet columns, ensuring that only relevant information is shared between the platforms.
No, the integration features an intuitive setup process with step-by-step guidance, making it easy for users without technical backgrounds to connect Pipedrive and Smartsheet quickly.
Yes, updates in Pipedrive deal stages or details are reflected in Smartsheet instantly, enabling teams to respond promptly and keep projects on track.
