Zoho CRM and Smartsheet Integration

Explore Triggers and Actions

New Contact (Instant)

Triggers an event each time a new contact is created in Zoho CRM

New Event (Instant)

Trigger new custom events from Zoho CRM

New Lead (Instant)

Triggers an event each time a new lead is created in Zoho CRM

New or Updated Contact (Instant)

Triggers an event each time a new contact is created or updated in Zoho CRM

New or Updated Lead (Instant)

Triggers an event each time a new lead is created or updated in Zoho CRM

New User

Triggers an event each time a new user is created in Zoho CRM

New Module Entry (Instant)

Trigger new events each time a new module/record is created in Zoho CRM

New or Updated Module Entry (Instant)

Triggers an event each time a module/record is created or edited in Zoho CRM

Updated Module Entry (Instant)

Triggers an event each time a new module/record is updated in Zoho CRM

New Sheet From Template

Creates a new sheet from a template.

Add Row to Sheet

Adds a row to a sheet.

Update Row

Updates a row in a sheet.

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 Zoho Crm and Smartsheet?

The Zoho CRM and Smartsheet integration empowers your team to synchronize customer data and project tasks effortlessly. Automatically update Smartsheet rows based on CRM activities, track deals alongside project timelines, and enhance collaboration across sales and operations teams. This integration eliminates manual data entry, reduces errors, and ensures everyone stays aligned from lead capture to project delivery.

Frequently asked questions

What benefits does the Zoho CRM and Smartsheet integration offer?

It enables real-time synchronization of customer and project data, improves cross-team collaboration, automates task updates, and reduces manual data entry, helping your business operate more efficiently.

How do I set up the integration between Zoho CRM and Smartsheet?

You can set up the integration by connecting your Zoho CRM and Smartsheet accounts through the integration platform or native connectors, then configure triggers and actions to sync data based on your workflow needs.

Can I customize which data syncs between Zoho CRM and Smartsheet?

Yes, the integration allows you to map specific fields and choose which records or modules to sync, giving you full control over the data flow between the two platforms.

Is data synced in real-time between Zoho CRM and Smartsheet?

Depending on your integration setup, data can be synced in real-time or at scheduled intervals to ensure your teams have the most up-to-date information.

Do I need technical expertise to use this integration?

No technical expertise is required. The integration is designed to be user-friendly with step-by-step setup guides and support to help you get started quickly.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Smartsheet?

Frequently asked questions

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