5 ways to automate Smartsheet with viaSocket

Many businesses rely on Smartsheet for project management, task tracking, and collaboration. While Smartsheet is a powerful tool on its own, its true potential is unlocked when it seamlessly integrates with other applications and systems used within the organization.

So, what exactly is a Smartsheet? Think of it as a virtual whiteboard on steroids. It combines the simplicity of a spreadsheet with the functionality of project management software. With Smartsheet, you can create, track, and manage tasks, deadlines, and resources all in one place.

Still you might have to use a variety of tools for various purposes and getting them to cooperate seamlessly with Smartsheet can be a challenge. That's where viaSocket comes to the rescue. viaSocket is a powerful workflow automation tool that allows you to connect different apps and services, creating a seamless flow of data and actions.

1. Put form answers into Smartsheet

2. Get alerts from Smartsheet

3. Make Smartsheet work with your CRM

4. Connect Smartsheet to your spreadsheets

5. Use webhooks with Smartsheet

1. Put form answers into Smartsheet

Gathering information through forms is a common practice. Whether it's customer feedback, event registrations, or employee surveys, forms help us collect valuable data. However, manually transferring form answers into Smartsheet can be time-consuming and prone to errors. That's where viaSocket, a powerful workflow automation tool, comes in.

viaSocket supports a wide range of form builders, including popular options like Google Forms, Typeform, and Wufoo. As form responses are submitted, viaSocket automatically transfers the data into the designated Smartsheet.

• Integrate Smartsheet with Typeform to automatically add new responses from Typeform surveys into Smartsheet.

• Integrate Smartsheet with Google Forms to automatically transfer new responses from Google Forms surveys into Smartsheet.

• Smartsheet integration with Wufoo enables the addition of new entries from Wufoo forms directly into Smartsheet.

2. Get alerts from Smartsheet

If you are managing a project in Smartsheet, where tasks, deadlines, and changes occur frequently. Manually notifying team members about these updates can be a daunting task. It's easy for important information to slip through the cracks, leading to miscommunication and delays.

With viaSocket, you can send real-time alerts from Smartsheet to keep your team members in the loop. You can choose to send alerts via email, SMS, or even through popular chat apps like Slack or Microsoft Teams.

• Integrate Smartsheet with Slack to receive notifications whenever new rows are added.

• Integrate Smartsheet with Microsoft Teams to send messages whenever new rows are added to Smartsheet.

3. Make Smartsheet work with your CRM

Let’s say you are managing customer data in your CRM and simultaneously want to  track project progress in Smartsheet. However, manually transferring data between Smartsheet and your CRM can be time-consuming and prone to errors.

viaSocket supports a wide range of CRM platforms, including popular options like Salesforce, HubSpot, and Zoho CRM. Once connected, viaSocket acts as the bridge between your CRM and Smartsheet, facilitating the transfer of data.

• Integrate Smartsheet with HubSpot to automatically add new rows from Smartsheet into HubSpot contact lists.

• Integrate Smartsheet with Salesforce to create records in Salesforce for each new row added in Smartsheet.

• Smartsheet integration with Zoho CRM allows the addition of new contacts from Zoho CRM directly into Smartsheet as rows.

4. Connect Smartsheet to your spreadsheets

Spreadsheets are a fundamental tool for organizing and analyzing information. With viaSocket, you can seamlessly connect Smartsheet to your spreadsheets, streamlining your workflow and ensuring data consistency.

viaSocket supports integration with popular spreadsheet tools like Microsoft Excel and Google Sheets and ensures that your spreadsheets and Smartsheet stay in sync in real-time. Any changes made in one platform are instantly reflected in the other. This enables you to access the most up-to-date information and perform analysis.

• Integrate Smartsheet with Microsoft Excel to generate new rows in Excel every time a new row is added in Smartsheet.

• Integrate Smartsheet with Google Sheets to automatically insert rows into Google Sheets whenever new rows are added in Smartsheet.

5. Use webhooks with Smartsheet

By utilizing webhooks in viaSocket, you can seamlessly connect Smartsheet with any app, regardless of whether viaSocket directly integrates with it or not.

Smartsheet provides webhook functionality, allowing you to trigger events based on changes in your sheets. Similarly, the app you want to connect should have webhook support to receive and process data from Smartsheet.

By embracing viaSocket's webhooks functionality you can unlock the full potential of your Smartsheet integration with any app.

• Integrate Smartsheet with webhooks to add new data received from webhooks as new rows in Smartsheet.

• Set up post requests in webhooks to trigger actions for each new row added in Smartsheet.

So, if you're ready to take your automation to the next level, connecting it with viaSocket is the way to go. It opens up a world of possibilities, allowing you to create powerful, customized workflows that save you time, reduce errors, and Smartsheet boost your productivity.

And the best part? viaSocket’s automation capabilities are user-friendly and easy to set up. You don't need to be a tech wizard to automate your workflows. With just a few clicks, you can create powerful automations that will transform the way you work.

Give it a try and see the magic happen. Your Smartsheet workflows will never be the same again!

---