Flexie CRM + Smartsheet Integration

Integrate Flexie CRM to Smartsheet in one click, or tell Integrately AI how you want each lead handled. Log every new lead in your sheets, update your pipelines, alert your team, and track deal progress automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
Arrow Right
2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
  • 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 Flexie CRM + Smartsheet Integration

Capture leads, log rows, keep spreadsheets updated, alert your team, and track deals, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + Flexie CRM Integration

Create Flexie CRM contact for new Smartsheet row

Automatically creating Flexie CRM 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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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Flexie CRM + Smartsheet flow

Capture leads in Flexie CRM, log them in Smartsheet, notify your team, and trigger follow-ups across your business stack. Pick a combination and activate it in one click.

Flexie CRM
Smartsheet
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HubspotHubspot (8)
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PipedrivePipedrive (8)
+
GmailGmail (8)
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SlackSlack (8)
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CalendlyCalendly (8)
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StripeStripe (8)
H
F
S
Add every new HubSpot contact to Flexie CRM, create a matching row in Smartsheet, and sync the details.
New HubSpot contacts appear in Flexie CRM and update your Smartsheet rows instantly, so your sales and operations teams stay aligned without manual copying.
H
F
S
Log every new HubSpot deal in Flexie CRM and add a row in Smartsheet to track revenue.
HubSpot deals automatically generate corresponding records in Flexie CRM and new tracking rows in Smartsheet for complete pipeline visibility.
H
F
S
When a HubSpot deal moves to a new stage, update the matching Flexie CRM deal and update the Smartsheet row.
Deal stage updates in HubSpot instantly reflect in Flexie CRM and update your tracking rows in Smartsheet.
F
S
H
Create a HubSpot task for every Flexie CRM lead logged in Smartsheet.
Flexie CRM leads tracked in Smartsheet automatically generate follow-up tasks in HubSpot for your sales reps.
H
F
S
If a HubSpot contact is enterprise tier, create a Flexie CRM account and add a priority row in Smartsheet.
Enterprise contacts in HubSpot automatically generate dedicated Flexie CRM accounts and high-priority tracking rows in Smartsheet.
H
F
S
When a HubSpot deal is closed won, update the Flexie CRM deal and update the Smartsheet status row.
Closed-won deals in HubSpot instantly update your Flexie CRM records and mark the corresponding Smartsheet row as complete.
H
F
S
Use ChatGPT to summarise every new HubSpot form submission, create a Flexie CRM lead, and add the summary row in Smartsheet.
ChatGPT generates concise briefs of HubSpot submissions before creating a Flexie CRM lead and logging a summary row in Smartsheet.
H
F
S
Turn every won HubSpot deal into a Flexie CRM account, add a row in Smartsheet, and create a welcome task.
Won deals trigger account creation in Flexie CRM, log a onboarding row in Smartsheet, and set up welcome tasks.

Supported triggers and actions for Flexie CRM and Smartsheet

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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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 Flexie CRM + Smartsheet?

Streamline your sales data tracking by connecting Flexie CRM activities directly to your Smartsheet project boards.

What you can automate?
🔄
Sync Flexie CRM leads into Smartsheet rows instantly
Every new lead created in Flexie CRM automatically generates a corresponding row in Smartsheet. Your tracking boards stay updated without manual copy-pasting.
📋
Capture every custom lead detail accurately
Map all available Flexie CRM contact and deal fields directly into separate Smartsheet columns. Your sheets become comprehensive records for review and analysis.
🔔
Notify your team the moment records arrive
Trigger instant team alerts whenever a new Smartsheet row is added from Flexie CRM. Sales reps stay informed and ready to take immediate action.
🔀
Route records based on submitted deal values
Apply conditional logic to send enterprise Flexie CRM leads to priority Smartsheet project rows while standard inquiries go to regular boards.
🔄
Keep tracking sheets updated as deals change
When deal stages or contact details update in Flexie CRM, your Smartsheet rows modify automatically to reflect current statuses.
🔍
Search and update existing records safely
Check for existing contact entries in Smartsheet before adding rows, preventing duplicate entries and keeping your database clean.
⏱️
Manage later status changes and closures
When Flexie CRM deals reach closed-won or payment-failed states, your Smartsheet rows update their status indicators automatically.
🔌
Extend flows to connected business apps
Trigger downstream team notifications in Slack or email updates in Gmail immediately after your Flexie CRM data populates Smartsheet.
And much more...

Who is Flexie CRM + Smartsheet integration for?

Connecting Flexie CRM and Smartsheet helps sales and operations teams eliminate manual data entry and keep their pipeline tracking sheets instantly updated.

Sales Operations Managers
Sales Operations Managers
Sales Representatives
Sales Representatives
Account Executives
Account Executives
Lead Generation Specialists
Lead Generation Specialists
Customer Success Teams
Customer Success Teams
Sales Directors
Sales Directors
📈
Sales Operations Managers
You compile weekly reports on lead progression in Flexie CRM, but your Smartsheet project tracker only updates when someone manually exports records, so your pipeline metrics are always hours behind — this integration means every new lead lands in your sheet instantly and your metrics stay current.
Sales Representatives
You need to initiate outreach the moment a prospect submits their details in Flexie CRM, but discovering new entries in Smartsheet takes too long during busy days — with this integration, every contact triggers immediate task creation so you never miss a follow-up window.
🤝
Account Executives
You answer to clients who expect up-to-date milestone progress on shared Smartsheet dashboards, but updating rows after every Flexie CRM deal change is tedious — automating both apps means your client tracking sheets reflect current deal stages without manual effort.
🚀
Lead Generation Specialists
You drive high volumes of inbound submissions into Flexie CRM daily, but logging each one into Smartsheet by hand creates massive backlogs — connecting these apps means every submission populates your tracking boards automatically as it arrives.
👥
Customer Success Teams
You depend on sales reps to hand over closed Flexie CRM deals so you can set up client onboarding rows in Smartsheet, but manual handoffs cause frustrating delays — this integration means won deals trigger onboarding rows the moment they close.
📋
Sales Directors
You rely on historical lead and deal records to forecast quarterly revenue, but manual data entry gaps leave missing rows in Smartsheet — automating this workflow means your historical sales logs remain complete and reliable.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Flexie CRM + Smartsheet

Build and manage your Flexie CRM + 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 Flexie CRM + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Flexie CRM to Smartsheet?
Frequently Asked Questions
You can connect Flexie CRM to Smartsheet in 1 click using ready workflows on Integrately. Choose a pre-built template or ask Integrately AI to build your automation alongside apps like Hubspot, Pipedrive, and Slack.
Can I automatically add a Smartsheet row when a new lead is created in Flexie CRM?
Frequently Asked Questions
Can I connect Flexie CRM, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and Smartsheet?
Frequently Asked Questions
How do lead updates in Flexie CRM affect Smartsheet rows?
Frequently Asked Questions
Can I track deal stage changes from Flexie CRM in Smartsheet?
Frequently Asked Questions
Do I need coding skills to automate Flexie CRM and Smartsheet?
Frequently Asked Questions
Is the Flexie CRM and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect Flexie CRM or Smartsheet With 1500+ Other Apps

Flexie CRM
Popular Flexie CRM Integrations
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Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, file storage, and analytics tools to keep your business data unified.