Smartsheet and OpenPhone Integration

Explore Triggers and Actions

New Row Added (Instant)

Trigger new event when a row is added to a sheet.

New Comment Added (Instant)

Trigger new event when a comment is added in a sheet.

New Row Deleted (Instant)

Trigger new event when a row is deleted from a sheet.

New Row Updated (Instant)

Trigger new event when a row is upedated in a sheet.

List Phone Numbers

Retrieve the list of phone numbers and users associated with your OpenPhone workspace.

Create Contact

Create a new contact in OpenPhone.

Send a Text Message

Send a text message from your OpenPhone number to a recipient.

Update Contact

Update an existing contact on OpenPhone.

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.

What can Ayudo do with Smartsheet and Openphone?

The Smartsheet and OpenPhone integration empowers teams to manage calls, messages, and contacts directly within Smartsheet. Automatically sync call logs and message details to your sheets, enabling real-time collaboration and enhanced visibility into customer interactions. This integration helps you stay organized, improve response times, and keep all communication data centralized alongside your project plans.

Frequently asked questions

How does the Smartsheet and OpenPhone integration work?

The integration syncs your OpenPhone call and message data directly into Smartsheet, allowing you to track communication activities alongside your project tasks and contacts without switching between apps.

Can I automate notifications for new calls or messages in Smartsheet?

Yes, you can set up automated alerts and workflows in Smartsheet that trigger when new OpenPhone calls or messages are logged, ensuring your team stays informed instantly.

Is it possible to update contact information in OpenPhone from Smartsheet?

Currently, the integration supports syncing communication data into Smartsheet, but updating contact information from Smartsheet to OpenPhone is not supported.

What are the benefits of integrating Smartsheet with OpenPhone?

This integration centralizes communication and project data, reduces manual data entry, improves team collaboration, and provides a comprehensive view of customer interactions within your project workflows.

How do I set up the Smartsheet and OpenPhone integration?

To set up the integration, connect your OpenPhone account within Smartsheet’s integration settings, configure which data to sync, and customize notifications and workflows to fit your team’s needs.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Smartsheet and Openphone?

Frequently asked questions

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