Smartsheet

Zoho CRM

Smartsheet and Zoho Crm Integration

Seamlessly connect Smartsheet and Zoho CRM to streamline your sales and project management workflows.

Get Started See Ayudo in action

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.

Convert Lead

Converts a Lead into a Contact or an Account.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

Search Objects

Retrieves the records that match your search criteria.

List Objects

Gets the list of available records from a module.

Create Object

Create a new object/module entry.

Update Object

Updates existing entities in the module.

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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 Zoho Crm?

The Smartsheet and Zoho CRM integration empowers your team to synchronize data effortlessly between your project management and customer relationship platforms. Automate updates, track sales progress alongside project timelines, and ensure your teams stay aligned with real-time information. This integration eliminates manual data entry, reduces errors, and enhances collaboration across departments.

Frequently asked questions

What data can be synced between Smartsheet and Zoho CRM?

You can sync contacts, leads, deals, tasks, and custom fields between Zoho CRM and Smartsheet, enabling seamless updates across both platforms.

Is the integration real-time or scheduled?

The integration supports both real-time syncing and scheduled updates, allowing you to choose the best option based on your workflow needs.

Do I need technical skills to set up the integration?

No technical skills are required. The integration features an intuitive setup wizard that guides you through connecting your Smartsheet and Zoho CRM accounts quickly.

Can I customize which data fields are synced?

Yes, you can customize field mappings to ensure only relevant data is transferred between Smartsheet and Zoho CRM according to your business requirements.

Is my data secure during synchronization?

Absolutely. The integration uses encrypted connections and adheres to industry-standard security protocols to keep your data safe throughout the sync process.

Smartsheet and Zoho Crm Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Smartsheet and Zoho Crm?

Frequently asked questions

Built by folks who built

AI That Works for Support Teams