Zoho CRM Integration With Smartsheet

In today’s fast-moving business era, organizations struggle with myriad issues that hinder their growth and effectiveness. From seamlessly managing customer relationships and sales pipelines to ensuring effective project execution and team collaboration, they need tools for better communication, task management, and data organization.

One remarkable integration duo that addresses these challenges is the integration of Zoho CRM with Smartsheet, the two most effective and dominant solutions within the respective segments. This combination provides businesses with the tools necessary to streamline their processes.

This blog will help you integrate Zoho CRM with Smartsheet through Zapier, highlighting its benefits and more.

Adding Zoho CRM Smartsheet integration to your arsenal will take your business to the next strategic level, whether you’re a startup or an already established enterprise.

Table of Contents

• What is Zoho CRM?
• Introducing Zapier
• What is Smartsheet?
• Steps to Integrate Zoho CRM with Smartsheet via Zapier
• Benefits of Integration
• Results Achieved for Businesses Working with Cloud Analogy

Zoho CRM Introduction

Zoom CRM is a top-rated customer relationship management software designed to help organizations increase lead conversion, revenue generation, and growth by integrating sales, marketing, and customer support.

One of Zoho’s standout features is its customizable nature, which empowers businesses to tailor the platform to their needs. Zoho CRM’s user-friendly interface and powerful functionalities enable teams to manage customer interactions more effectively and strategically.

Introducing Zapier

Zapier is an online-based automation tool that allows users to link different applications and services without coding. It simplifies integrating two or more apps, allowing businesses to automate repetitive tasks and move data seamlessly between different platforms.

Key Components of Zapier

• Apps: Over 3,000 web services and applications are available for integration.
• Trigger: An event that starts a “Zap,” leading to an action in another app.
• Zap Editor: Tool for creating and customizing triggers and actions.
• Zap: An automated workflow with a trigger and one or more actions executed automatically when the trigger event occurs.

What is Smartsheet?

First launched in 2006, Smartsheet is a comprehensive work management system that provides users with multiple views, workflows, reports, and dashboards to monitor activities, including tracking goals, resources, and timelines. 

Thanks to its spreadsheet-like interface, Smartsheet makes managing team tasks and collaborating on projects easy, catering to simple tasks and complex corporate-wide initiatives.

Benefits of Zoho CRM and Smartsheet Integration

1. Encourages teamwork by providing real-time communication and updates on the shared task.

2. Facilitates flexible task assignments, deadline allocation, and progress monitoring.

3. Provides a holistic view of project data, enhancing decision-making and identifying bottlenecks.

4. It eliminates unnecessary application switching, allowing teams to give more attention to the tasks at hand and increase their productive capabilities.

5. Automates repetitive tasks, such as creating follow-up tasks in Smartsheet when new leads are added in Zoho CRM.

Steps to integrate Zoho CRM with Smartsheet via Zapier 

Step 1: Go to https://zapier.com/, and you will be redirected to the Zapier Login or Sign Up page. If you don’t have an account, Click Sign Up, and the user will be redirected to the sign-up page. You can sign up with any account or fill in the information and sign up.

Step 2: Once the user is logged in to Zapier, they are redirected to the page where they can create their custom Zap.

Step 3: Enter the names of the apps you want to connect to in the Connect This App section and with this one section. (In our case, we have taken ZOHO CRM and Smartsheet.)

Step 4: Now, define the trigger and action for the apps. (For Zoho integration with Smartsheet, we use a new lead as a trigger, and a new row will be created as an action.) Then click Try it.

Step 5: Once you click Try it, Zapier shows the steps for how Zapier works, then click on Get Started. 

Step 6: Then, users will be redirected to the page where they must connect their ZOHO CRM account with Zapier. Click on the Connect button.

Step 7: Users will be redirected to the Login page, where they have to enter the URL for the ZOHO(i.e., Zoho. in)

Step 8: Click the Accept button to allow access to the ZOHO CRM.

Step 9: Once you allow access to ZOHO, your ID will be logged in to Zapier and displayed. After that, click Next.

Step 10: The user will then be redirected to the Smartsheet connect page. Click on the Connect button, and a new pop-up will appear to allow access to the Smartsheet account.

Step 11: Click on the Allow button. Your Smartsheet account will be connected to your Zapier, and your name will be displayed in the Zapier. After that, click the Next button.

Step 12: Select the Sheet in the Smartsheet and click on next.

Step 13: Select where you want to add a Row at the top or bottom of the sheet. Then click on the Next button.

Step 14: Now map the fields you want to be displayed in the Smartsheet fields and click the Next button.

Step 15: The user will be redirected to the Test out this Zap page and then click the Send Test button.

Step 16: The user will get the confirmation for the Smartsheet getting updated with the Row. 

Step 17: After clicking the Next button, verify that the Lead record you recently created in the ZOHO has been updated to the Smartsheet.

Final Wrap

To conclude, this integration will enable you to monitor records, objectives, resources, and schedules in spreadsheet form. Moreover, the integration through Zapier allows you to automatically send information between Zoho CRM and Smartsheet without any coding. 

Integrating Zoho CRM and Smartsheet through Zapier offers businesses a powerful solution to enhance collaboration, streamline project management, and maximize efficiency. Combining these two tools enhances productivity and better customer management, thus creating significant outputs.

If you want to transform your business operations and reach extraordinary heights, consider working with Cloud Analogy, a leading CRM consulting company. With our expertise in Zoho CRM and Smartsheet integration, we can help you streamline your processes and drive growth in today’s fast-paced business.

At Cloud Analogy, we are committed to helping businesses harness the full potential of these tools to ensure growth and success in their endeavors. With the right tools, expertise & CRM services, your business can excel and grow according to changing market forces.

Together, we can help you harness the power of integrated technology to drive your business forward. Hire the best salesforce consulting services providers now!