Connect CallHub and Smartsheet to Build Intelligent Automations

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CallHub

When this happens...

Choose an Action

Smartsheet

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Agent Activated

New Agent Activated

Triggers when an agent activates his account to make calls for call center campaigns in your CallHub account.

New Note Added

New Note Added

Triggers when a new note is added by an agent for any call center campaign in your CallHub account.

New Text Message Received

New Text Message Received

Triggers when you receive a text message for any SMS campaign in your CallHub account.

Transfer Digit Pressed

Transfer Digit Pressed

Triggers when the transfer digit is pressed in a voice broadcast campaign

New Row

New Row

Triggers when a new row is added to a sheet.

Updated Row

Updated Row

Triggers when a row is updated in a sheet.

Do thisActions

Action is the task that follows automatically within your CallHub integrations.

Create Contact

Create Contact

Add a new contact to CallHub.

Invite an agent

Invite an agent

Create a new agent account and send them an invitation email.

Update a contact

Update a contact

Update a contact in CallHub using their phone number or contact ID.

Add Attachment to Row

Add Attachment to Row

Attaches a file to an existing row.

Copy Row

Copy Row

Copies a row from one sheet to another.

Move Row

Move Row

Moves a row from one sheet to another.

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Frequently Asked Questions

How do I start an integration between CallHub and Smartsheet?

To start, connect both your CallHub and Smartsheet accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in Smartsheet (or vice versa).

Can we customize how data from CallHub is recorded in Smartsheet?

Absolutely. You can customize how CallHub data is recorded in Smartsheet. This includes choosing which data fields go into which fields of Smartsheet, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CallHub and Smartsheet?

The data sync between CallHub and Smartsheet typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CallHub to Smartsheet?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CallHub and Smartsheet?

Yes, you can set conditional logic to control the flow of data between CallHub and Smartsheet. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

CallHub

About CallHub

CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.

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Smartsheet

About Smartsheet

Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.

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