Cliengo + Smartsheet Integration
Integrate Cliengo to Smartsheet in one click, or tell Integrately AI how you want each lead handled. Track customer details, update your sheets, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Customer is created in Cliengo Instant
Row is added in Smartsheet- Row is updated in Smartsheet
- Attachment is added in Smartsheet
- Comment is added in Smartsheet
2.
- Create customer in Cliengo
- Update customer in Cliengo
- Search customer in Cliengo
- Add attachment to row in Smartsheet
- Search row in Smartsheet
- Update row in Smartsheet
- Add row in Smartsheet
- Send row in Smartsheet
- Copy row in Smartsheet
- Move row in Smartsheet
- Add discussion to row in Smartsheet
- Create sheet from a template in Smartsheet
- Share sheet in Smartsheet
- Create sheet from existing sheet in Smartsheet
- Send sheet in Smartsheet
- Create workspace in Smartsheet
- Copy workspace in Smartsheet
- Share workspace in Smartsheet
- Copy folder in Smartsheet
Trusted by experts at...
Ready Workflows for Cliengo + Smartsheet Integration
Capture leads, update rows, organise data, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Cliengo + Smartsheet flow
Push your leads straight to CRMs, track responses in spreadsheets, and notify your sales team instantly. Pick a combination and activate it in one click.
+
HubSpot (5)
HubSpot (5) +
Salesforce (5)
Salesforce (5) +
Google Sheets (5)
Google Sheets (5) +
Gmail (5)
Gmail (5) +
Slack (5)
Slack (5) +
Typeform (5)
Typeform (5) C
S
H
Create a Smartsheet row for every new Cliengo customer, and add a new contact in HubSpot.
New Cliengo customers immediately populate your Smartsheet rows and HubSpot contacts, ending manual data entry.
C
S
H
When a Cliengo customer is created, add a Smartsheet row and update the matching deal stage in HubSpot.
Keep your Smartsheet records and HubSpot pipeline synchronised the moment a new visitor converts.
C
S
H
Create a HubSpot task and add a Smartsheet row whenever a new Cliengo customer signs up.
Ensure every visitor lead triggers immediate follow-up tasks in HubSpot alongside your Smartsheet records.
C
S
C
H
Use ChatGPT to evaluate new Cliengo customers, add a Smartsheet row, and create a HubSpot contact.
AI analyses incoming Cliengo leads before they populate your Smartsheet trackers and HubSpot CRM.
S
C
H
When a Smartsheet row is updated, update the customer details in Cliengo and log a note in HubSpot.
Keep customer data consistent across Cliengo and HubSpot whenever Smartsheet rows are modified.
Supported triggers and actions for Cliengo and Smartsheet
Mix and match to build the exact automation you need
Cliengo Triggers & Actions
Instant
Customer is created in Cliengo
Triggers the automation when a new customer is created
Try it → Smartsheet Triggers & Actions
What can you automate with Cliengo + Smartsheet?
Streamline your inbound lead capture and project management with powerful automated workflows connecting Cliengo and Smartsheet.
⚡
Turn every chatbot lead into a tracking row automatically
Capture visitor details the moment a customer is created in Cliengo and instantly generate a corresponding row in Smartsheet. Eliminate manual data entry and keep your project sheets perfectly synchronized.
📋
Capture every submitted field in detail
Map all visitor form answers and chat data into separate Smartsheet columns instead of just basic contact info. Your sheet becomes a comprehensive source for review and follow-up.
🔔
Tell the right team member as soon as it happens
Trigger instant notifications or task assignments the second a new visitor lead converts in Cliengo, ensuring your team can act on hot prospects immediately.
🔀
Route records based on submitted criteria
Evaluate visitor responses in Cliengo and send high-value leads to priority Smartsheet tables while routing standard inquiries to general tracking sheets.
🔄
Keep your destination sheets up to date
Ensure your Smartsheet records reflect the latest status whenever customer details are modified or updated in Cliengo, maintaining single-source accuracy.
🔍
Search and update instead of creating duplicates
Automatically check if a customer already exists in Smartsheet before adding a new row, preventing duplicate entries and keeping your database clean.
📌
Handle later project status changes seamlessly
When a Smartsheet row is updated or project milestones shift, propagate those changes back to your customer records to maintain complete alignment.
🌐
Extend your workflow to Slack and CRMs
Connect your core Cliengo and Smartsheet flow to Slack, HubSpot, or Google Sheets to build robust multi-step pipelines that fit your exact business needs.
And much more...
Who is Cliengo + Smartsheet integration for?
Teams managing inbound chatbot leads and project trackers rely on seamless synchronization to eliminate manual data entry and keep operations running smoothly.
Performance marketers
Sales reps
Account managers
Customer support teams
Project managers
Database administrators
📈
Performance marketers
You're running campaigns across multiple web pages but your tracking sheet only updates when someone manually exports visitor leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new customer lands in the sheet instantly and your data stays current.
⚡
Sales reps
You need to follow up with inbound website visitors immediately, but leads captured by your chatbot sit in isolation until someone checks the dashboard, meaning hot prospects go cold before anyone reaches out — with this integration, every customer triggers an instant row in your tracker so you can close deals faster.
📋
Account managers
You answer to clients who want real-time visibility into onboarding progress, but your tracking sheets require tedious manual updates after every chat interaction, leaving stakeholders in the dark — with this integration, every customer update flows automatically into your project tracker.
📊
Customer support teams
The volume of inbound inquiries from your chatbot is too high for anyone to keep up by hand, leading to missed tickets and disjointed customer records across your systems — with this integration, every visitor submission populates your tracking sheet without manual intervention.
🤝
Project managers
You own the delivery phase and depend on your sales team to hand over chatbot leads, but important visitor details get lost in translation between systems — with this integration, every customer record appears directly in your project tracker the moment conversion happens.
🗂️
Database administrators
You need a reliable history of all visitor interactions, but manual data entry keeps introducing errors and gaps into your tracking tables — with this integration, every customer record is logged accurately and consistently without manual oversight.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Cliengo + Smartsheet
Build and manage your Cliengo + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Cliengo + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Cliengo + Smartsheet Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Cliengo + Smartsheet Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Cliengo to Smartsheet?
You can connect Cliengo to Smartsheet in 1-click using ready templates or ask Integrately AI to build the automation. It links smoothly with tools like Slack, HubSpot, and Google Sheets.
Can I automatically create Smartsheet rows from new Cliengo customer leads?
Can I connect Cliengo, Smartsheet, and Slack?
What is a good Zapier alternative for Cliengo and Smartsheet?
How are customer records handled when a Cliengo lead is created?
Can Smartsheet updates sync back to Cliengo customer records?
Do I need coding skills to automate Cliengo and Smartsheet?
Is the Cliengo and Smartsheet integration free?
Didn't find the answer you were looking for?
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 Cliengo or Smartsheet With 1500+ Other Apps
Popular Cliengo Integrations
Connect Cliengo with CRMs, email tools, and messaging platforms to manage and follow up on your leads.
See All
Cliengo Integrations
Cliengo Integrations
No popular apps found
Popular Smartsheet Integrations
Sync Smartsheet with accounting, project management, and reporting tools to keep data working across your stack.
See All
Smartsheet Integrations
Smartsheet Integrations
No popular apps found
