Act! 365 + Smartsheet Integration

Integrate Act! 365 to Smartsheet in one click, or tell Integrately AI how you want each contact handled. Add contacts to your sheets, update records, track deals, and keep your pipeline current automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.
  • Act! 365
    Create contact in Act! 365
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Act! 365 + Smartsheet Integration

Capture new contacts, add rows, update records, track deals, and keep projects aligned, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + Act! 365 Integration

Create Act! 365 contact for new Smartsheet row

Automatically creating Act! 365 contact records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Activate
Act! 365 + Smartsheet Integration

Create Smartsheet row for new Act! 365 contact

When a new contact is created in your Act! 365, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Activate
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Smartsheet flow

Sync your contacts and sheet data with CRM, email, messaging, and finance tools to keep your entire business aligned. Pick a combination and activate it in one click.

Act! 365
Smartsheet
+
SalesforceSalesforce (6)
+
MailchimpMailchimp (5)
+
SlackSlack (6)
+
Google SheetsGoogle Sheets (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
GmailGmail (5)
A
S
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Add every new Act! 365 contact to Smartsheet, and create a matching lead in Salesforce
New Act! 365 contacts appear in Smartsheet and Salesforce instantly, eliminating manual data entry across your tools.
S
A
S
When a row is updated in Smartsheet, update the contact in Act! 365 and update the record in Salesforce
Updates made in Smartsheet flow back to Act! 365 and Salesforce automatically to keep all systems aligned.
A
S
S
Add an attachment to Smartsheet when a new Act! 365 contact is created, and log it in Salesforce
Store documentation files in Smartsheet and log the activity in Salesforce the moment an Act! 365 contact arrives.
A
S
S
If a new Act! 365 contact is added, search for a matching Smartsheet row and update Salesforce
Check existing sheet rows and update your Salesforce account when a new contact is created in Act! 365.
A
S
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Use Claude to qualify Act! 365 contacts, add them to Smartsheet, and create a Salesforce opportunity
AI evaluates new Act! 365 contacts before adding them to Smartsheet and creating a high-priority Salesforce opportunity.
S
A
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When a comment is added in Smartsheet, update Act! 365 and notify the account owner in Salesforce
Keep sales and project notes synchronised between Smartsheet, Act! 365, and Salesforce.

Supported triggers and actions for Act! 365 and Smartsheet

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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What can you automate with Act! 365 + Smartsheet?

Streamline your sales and data management by syncing contacts, updating rows, and triggering automated workflows across your business tools.

What you can automate?
🔄
Sync new Act! 365 contacts to Smartsheet rows automatically
Capture every new contact created in Act! 365 and generate a corresponding row in Smartsheet instantly. Eliminate manual data entry and keep your operational pipelines synchronised.
📝
Capture every submitted field into separate sheet columns
Map available Act! 365 contact details into distinct Smartsheet columns instead of grouping data. Your spreadsheet becomes a cleaner source for review and follow-up.
🔔
Notify team members the moment a contact is added
Trigger instant team alerts whenever a new contact is created in Act! 365 or a row is added in Smartsheet. Ensure the right people follow up without delay.
🔀
Route contacts differently based on submitted tier values
Evaluate incoming contact details and apply conditional rules to determine how rows are created and updated in Smartsheet. Tailor your workflows to specific business criteria.
🔄
Keep destination sheets up to date as records change
Automatically update existing Smartsheet rows whenever corresponding contact details are modified in Act! 365. Maintain accurate records across all platforms.
🔍
Search and update existing rows instead of creating duplicates
Check for existing records in Smartsheet before adding new entries. Keep your database clean and prevent duplicate rows for recurring contacts.
📌
Handle status updates and project milestones smoothly
Track project progression by automatically updating sheet rows and contact statuses when comments or attachments are added.
🔌
Extend your workflow to Slack and other connected apps
Connect your Act! 365 and Smartsheet automation to Slack to broadcast updates, alert teams, and streamline cross-functional collaboration.
And much more...

Who is Act! 365 + Smartsheet integration for?

Sales professionals, project managers, and operations teams rely on this integration to eliminate manual data entry and keep customer records synchronised across platforms.

Sales Analysts
Sales Analysts
Sales Managers
Sales Managers
Account Managers
Account Managers
Operations Teams
Operations Teams
Project Coordinators
Project Coordinators
Data Administrators
Data Administrators
📈
Sales Analysts
You're reviewing conversion metrics and pipeline reports, but your tracking sheet only updates when someone manually exports contacts, so the row counts you're analysing against are always outdated — automating both apps means every new contact lands in the sheet instantly and your data stays current.
⚡
Sales Managers
You need to assign high-priority leads the moment they arrive, but manual data transfers mean you find out about prospects hours too late — this integration means every new Act! 365 contact creates a Smartsheet row immediately so your team acts without delay.
🤝
Account Managers
You answer to clients who want real-time visibility into their onboarding progress, but disjointed systems leave gaps in your tracking sheet — automating both apps means every contact and status update flows straight into Smartsheet for seamless client reporting.
⚙️
Operations Teams
The volume of inbound leads is too high for anyone to keep up by hand, leading to missed entries and messy spreadsheets — connecting these apps means contact creation automatically generates structured sheet rows without manual effort.
📋
Project Coordinators
You own the project execution phase and depend on sales to hand over client details from Act! 365, but manual handovers frequently stall — this integration means every new contact populates your Smartsheet project tracker the second it is registered.
🗂️
Data Administrators
You need a reliable audit history of every customer interaction, but manual copying results in missing rows and inconsistent records — automating both apps means every contact and row modification is captured accurately and permanently.
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Why choose Integrately to automate Act! 365 + Smartsheet

Build and manage your Act! 365 + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Smartsheet?
Frequently Asked Questions
You can connect Act! 365 to Smartsheet in one click using pre-built templates or ask Integrately AI to build the automation and map the fields. With 1,500+ supported apps including Slack, Google Sheets, and Salesforce, your workflow is set up in minutes.
Can I automatically create a Smartsheet row when a new contact is created in Act! 365?
Frequently Asked Questions
Can I connect Act! 365, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Smartsheet?
Frequently Asked Questions
How does Act! 365 handle contact creation events here?
Frequently Asked Questions
How does Smartsheet process row updates in these workflows?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Smartsheet?
Frequently Asked Questions
Is the Act! 365 and Smartsheet integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Smartsheet With 1500+ Other Apps

Act! 365
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Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, reporting, and database tools to keep data working across your stack.
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