Connect Smartsheet and Freshsales Classic
Integrate Smartsheet with Freshsales Classic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Attachment to Row in Smartsheet when When a new contact is created in Freshsales Classic
Copy Row in Smartsheet when When a new contact is created in Freshsales Classic
Move Row in Smartsheet when When a new contact is created in Freshsales Classic
Add Discussion to Row in Smartsheet when When a new contact is created in Freshsales Classic
Create Workspace in Smartsheet when When a new contact is created in Freshsales Classic
Popular Smartsheet + Freshsales Classic flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartsheet
When this happens...
New Row
Updated Row
New Attachment
Choose an action
Freshsales Classic
Automatically do this!
Find Accounts
Find Contacts
Create Account
Create Contact
Update Account
Update Contact
Create Deal
Update Deal
List Contacts
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Change Contact Lifecycle Stage
Update a Lead
Find Deals
Get Deal Notes
Create or Update Contact
Add Note to Contact
Delete Multiple Deals
List Deals
Add Attachment to Row in Smartsheet when When a new contact is created in Freshsales Classic
Use this flowCopy Row in Smartsheet when When a new contact is created in Freshsales Classic
Use this flowMove Row in Smartsheet when When a new contact is created in Freshsales Classic
Use this flowAdd Discussion to Row in Smartsheet when When a new contact is created in Freshsales Classic
Use this flowCreate Workspace in Smartsheet when When a new contact is created in Freshsales Classic
Use this flowSend Row to Smartsheet when When a new contact is created in Freshsales Classic
Use this flowSend Sheet using Smartsheet when When a new contact is created in Freshsales Classic
Use this flowFind sheet Row in Smartsheet when When a new contact is created in Freshsales Classic
Use this flowAdd Attachment to Row in Smartsheet when When a new account is created in Freshsales Classic
Use this flowCopy Row in Smartsheet when When a new account is created in Freshsales Classic
Use this flowSupported Triggers & Actions
Everything you can automate between Smartsheet and Freshsales Classic.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
When a new contact is created
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
When a new account is created
Runs the workflow automatically whenever a new account is created in Freshsales Classic.
When a new deal is created
Runs the workflow automatically whenever a new deal is created in the account.
Do thisActions
Action is the task that follows automatically within your Smartsheet integrations.
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Move Row
Moves a row from one sheet to another.
Add Discussion to Row
Adds discussion to a row.
Create Workspace
Creates a Workspace.
Send Row
Sends a row via email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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.
Learn moreSimilar apps
About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Smartsheet and Freshsales Classic accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Smartsheet and Freshsales Classic as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Freshsales Classic. No coding required.
Yes. You can set up a workflow where Smartsheet triggers actions in Freshsales Classic, and a separate workflow where Freshsales Classic triggers actions in Smartsheet. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Smartsheet and Freshsales Classic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartsheet and Freshsales Classic integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
