Smartsheet and Pipedrive 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.

Update Record Expiration

Update the expiration time for a record in your.

List Records

List all records in your data

Delete a single record

Delete a single record in your

Get record (or create one if not found)

Get a single record in your

Add Deal

Adds a new deal.

Add Activity

Adds a new activity.

Add Lead

Create a new lead in Pipedrive.

Add Organization

Adds a new organization.

Add Note

Adds a new note.

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 Pipedrive?

The Smartsheet and Pipedrive integration empowers teams to synchronize sales pipelines with project tracking effortlessly. Automatically update Smartsheet rows based on Pipedrive deal stages, keep your project timelines aligned with sales progress, and enhance collaboration across departments. This integration eliminates manual data entry, reduces errors, and ensures your sales and operations teams stay in sync for faster deal closures and project delivery.

Frequently asked questions

What data syncs between Smartsheet and Pipedrive?

You can sync deal information such as deal stages, contact details, and custom fields from Pipedrive to Smartsheet rows, enabling real-time updates on project status and sales progress.

How do I set up the Smartsheet and Pipedrive integration?

Setup is simple: connect your Smartsheet and Pipedrive accounts through the integration platform, map the fields you want to sync, and configure triggers to automate updates between both systems.

Can I customize which Smartsheet sheets sync with Pipedrive data?

Yes, you can select specific sheets and define which columns correspond to Pipedrive fields, allowing tailored synchronization based on your workflow needs.

Does the integration support two-way data syncing?

Currently, the integration supports one-way syncing from Pipedrive to Smartsheet to keep project tracking aligned with sales updates. Two-way syncing may be available in future updates.

Is my data secure when using the integration?

Absolutely. The integration uses secure authentication protocols and encrypts data transfers to ensure your information remains protected at all times.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Smartsheet and Pipedrive?

Frequently asked questions

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