When Row is added in Smartsheet > Check any condition > Create an order in Clientify
Smartsheet + Clientify Integration
Clientify + Smartsheet Integration
Integrate Clientify to Smartsheet in one click, or tell Integrately AI how you want each contact handled. Enrich and qualify leads, update your sheets and CRM, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Clientify- Contact is created in Clientify
- Deal stage is updated in Clientify
- Deal is created in Clientify
- Task is created in Clientify
- Company is created in Clientify
Row is added in Smartsheet- Row is updated in Smartsheet
- Attachment is added in Smartsheet
- Comment is added in Smartsheet
2.
- Create contact in Clientify
- Search contact in Clientify
- Search user in Clientify
- Create deal in Clientify
- Update deal in Clientify
- Get deal in Clientify
- Close deal in Clientify
- Create task in Clientify
- Create order in Clientify
- Get company in Clientify
- Create abandoned cart in Clientify
- Search product in Clientify
- Delete product in Clientify
- Create product in Clientify
- Search deal in Clientify
- 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 Clientify + Smartsheet Integration
Capture contacts, organise responses, keep sheets updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Row is added in Smartsheet > Check any condition > Create an abandoned cart in Clientify
Smartsheet + Clientify Integration
Create Smartsheet row for new Clientify contact
Clientify + Smartsheet Integration
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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 Clientify + Smartsheet flow
Capture new contacts and log updates across your tools, then notify your team instantly. Pick a combination and activate it in one click.
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HubSpot (4)
HubSpot (4) +
Shopify (3)
Shopify (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) C
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Add every new Clientify contact to your Smartsheet sheet, and create a contact in HubSpot
New Clientify contacts appear in your Smartsheet sheet within seconds and log automatically in HubSpot, so your sales and operations teams stay fully aligned.
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When a Clientify deal is created, update your Smartsheet sheet and create a deal in HubSpot
Every new Clientify deal updates your Smartsheet tracking sheet and logs a deal in HubSpot without manual data entry.
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When a Clientify task is created, add a row in Smartsheet and create a task in HubSpot
Clientify tasks instantly populate your Smartsheet tracker and generate corresponding follow-up actions in HubSpot.
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If a Clientify company is created, add it to Smartsheet and create a company record in HubSpot
New company profiles in Clientify are instantly logged in Smartsheet and synchronized with HubSpot.
Supported triggers and actions for Clientify and Smartsheet
Mix and match to build the exact automation you need
Clientify Triggers & Actions
Smartsheet Triggers & Actions
What can you automate with Clientify + Smartsheet?
Streamline your customer data management by connecting Clientify interactions directly to your Smartsheet operational workflows.
🔄
Sync Clientify contacts to Smartsheet rows instantly
Automatically create a new row in Smartsheet every time a contact is created in Clientify. Eliminate manual data entry and keep your operational spreadsheets perfectly aligned with your CRM.
📋
Capture every submitted contact detail
Map all available contact attributes and company data from Clientify into dedicated Smartsheet columns. Your tracking sheet becomes a complete, comprehensive source of truth for review.
🔔
Alert your team the moment events occur
Trigger instant team notifications whenever new deals, tasks, or updates are processed in your connected apps, ensuring prompt internal follow-up.
🔀
Route data based on custom field values
Apply conditional logic to direct specific leads or deal stages to designated project sheets based on criteria submitted in your initial contact form.
📝
Keep your destination sheets up to date
Automatically update existing Smartsheet rows whenever contact details, deal stages, or task statuses change in Clientify, maintaining complete record accuracy.
🔍
Search and update instead of duplicating
Lookup existing records before creating new entries, ensuring your tracking databases remain clean and free from duplicate contact entries.
✅
Handle later status changes and deal closes
Reflect deal closures, completed tasks, and updated pipeline stages across your tracking sheets the moment status changes take place.
🌐
Extend your workflow to external apps
Connect your core automation flow to third-party tools like Slack or HubSpot to notify stakeholders and synchronize wider business operations.
And much more...
Who is Clientify + Smartsheet integration for?
Sales teams and project managers who need instant alignment between their customer interactions and operational data can eliminate manual entry and keep records synchronised.
Sales Operations Managers
Account Executives
Client Success Leads
Data Analysts
Project Coordinators
Operations Directors
📈
Sales Operations Managers
You review pipeline reports and performance metrics weekly, but your tracking sheets only update when someone manually exports contacts, so the row counts you rely on are always hours behind — this integration means every new contact lands in the sheet instantly and your data stays current.
⚡
Account Executives
You need to act fast when new deals open, and you find out too late because contact details sit in your CRM before reaching the execution sheet — automating both apps means every deal notification fires instantly and your follow-ups happen on time.
🤝
Client Success Leads
You answer to stakeholders who want to see live customer onboarding progress, but manual handoffs leave gaps in your tracking table — connecting these apps means every interaction flows straight into your shared sheet and reporting is always accurate.
📊
Data Analysts
The volume of inbound leads is too high for anyone to keep up by hand, leading to missing entries in your analysis tables — integrating these apps means every record is captured systematically without manual copying errors.
⚙️
Project Coordinators
You own the execution phase and depend on sales reps to hand over client details, but information gets delayed between systems — this integration means every new customer record populates your tracking row the moment it is created.
🗂️
Operations Directors
You need a reliable audit history of every client interaction and keep finding gaps in your project logs — automating both apps means every touchpoint is recorded automatically with zero missing entries.
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 Clientify + Smartsheet
Build and manage your Clientify + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clientify + 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 Clientify + Smartsheet Now 
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Frequently Asked Questions
How do I connect Clientify to Smartsheet?
You can connect Clientify to Smartsheet in one click using pre-built templates or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically add a Smartsheet row when a new Clientify contact is created?
Can I connect Clientify, Smartsheet, and Slack?
What is a good Zapier alternative for Clientify and Smartsheet?
How are contact updates handled between Clientify and Smartsheet?
Can I track deal stage updates from Clientify in Smartsheet?
Do I need coding skills to automate Clientify and Smartsheet?
Is the Clientify and Smartsheet integration free?
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