IntegrationsSmartsheetClose
Smartsheet + Close

Connect Smartsheet and Close to Build Intelligent Automations

Choose a Trigger

Smartsheet

When this happens...

Choose an Action

Close

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Attachment

New Attachment

Triggers when a new attachment is added to a row.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Do thisActions

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

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.

Add Discussion to Row

Add Discussion to Row

Adds discussion to a row.

Create Workspace

Create Workspace

Creates a Workspace.

Send Row

Send Row

Sends a row via email.

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Frequently Asked Questions

How do I start an integration between Smartsheet and Close?

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

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

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

How often does the data sync between Smartsheet and Close?

The data sync between Smartsheet and Close 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 Smartsheet to Close?

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 Smartsheet and Close?

Yes, you can set conditional logic to control the flow of data between Smartsheet and Close. 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.

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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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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