Connect Smartsheet and Zendesk Sell
Integrate Smartsheet with Zendesk Sell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Contact or Company Details in Zendesk Sell when New Row in Smartsheet
Stop Sequence Enrollment in Zendesk Sell when New Row in Smartsheet
Create Product in Zendesk Sell when New Row in Smartsheet
Update Product By ID in Zendesk Sell when New Row in Smartsheet
Create a Lead in Zendesk Sell when New Row in Smartsheet
Popular Smartsheet + Zendesk Sell 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
Zendesk Sell
Automatically do this!
Update Contact or Company Details
Stop Sequence Enrollment
Create Product
Update Product By ID
Create a Lead
Create Note
List All Leads
List All Contacts
List All Products
List Sequences
List Lead Sources
List All Deals
Enroll In Sequence
Create Contact Or Company
Create Task
Create a Deal
Update Deal
Update Lead
List All Deal Source
List All Notes
List Pipeline Stages
List All Users
Update Contact or Company Details in Zendesk Sell when New Row in Smartsheet
Use this flowStop Sequence Enrollment in Zendesk Sell when New Row in Smartsheet
Use this flowCreate Product in Zendesk Sell when New Row in Smartsheet
Use this flowUpdate Product By ID in Zendesk Sell when New Row in Smartsheet
Use this flowCreate a Lead in Zendesk Sell when New Row in Smartsheet
Use this flowCreate Note in Zendesk Sell when New Row in Smartsheet
Use this flowList All Leads from Zendesk Sell when New Row in Smartsheet
Use this flowList All Contacts from Zendesk Sell when New Row in Smartsheet
Use this flowList All Products from Zendesk Sell when New Row in Smartsheet
Use this flowList Sequences from Zendesk Sell when New Row in Smartsheet
Use this flowSupported Triggers & Actions
Everything you can automate between Smartsheet and Zendesk Sell.
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.
New Product Is Added
Runs when new product is added
New Task Is Created
Runs when new task is created
New Note Is Created
Runs when new note is created
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Smartsheet and Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell. No coding required.
Yes. You can set up a workflow where Smartsheet triggers actions in Zendesk Sell, and a separate workflow where Zendesk Sell 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 Zendesk Sell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartsheet and Zendesk Sell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
