Connect OneHash CRM and Smartsheet to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Ready to use OneHash CRM and Smartsheet automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
Do thisActions
Action is the task that follows automatically within your OneHash CRM integrations.
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
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Frequently Asked Questions
To start, connect both your OneHash CRM and Smartsheet accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Smartsheet (or vice versa).
Absolutely. You can customize how OneHash CRM 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.
The data sync between OneHash CRM and Smartsheet typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between OneHash CRM 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.
About OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn MoreAbout 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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