Smartsheet
Close
Smartsheet and Close Integration
Seamlessly connect Smartsheet and Close to streamline your sales workflows and boost team productivity.
Seamlessly connect Smartsheet and Close to streamline your sales workflows and boost team productivity.
The Smartsheet and Close integration empowers sales teams to sync data effortlessly between project management and CRM platforms. Automatically update deal statuses, track tasks, and manage customer information in real-time, ensuring your sales pipeline and project timelines stay aligned. This integration reduces manual data entry, accelerates follow-ups, and enhances collaboration across teams.
It automates data synchronization between your CRM and project management tools, reducing manual work, improving data accuracy, and enabling faster sales cycles by keeping your team aligned on deal progress and task management.
You can connect Smartsheet and Close through the integration settings in either platform or via third-party automation tools. Simply authenticate both accounts, configure the sync preferences, and map the relevant fields to start syncing data.
Yes, the integration allows you to select specific fields and data types to sync, such as deal stages, contact information, and task statuses, ensuring you only transfer the information relevant to your workflows.
The integration supports near real-time syncing, ensuring that updates in either Smartsheet or Close are reflected promptly to keep your teams informed and responsive.
Absolutely. The integration is designed to support collaboration across multiple users and teams, allowing everyone to access up-to-date sales and project information seamlessly.
