GoHighLevel + Smartsheet Integration

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Email event occurs in GoHighLevel Instant
Form is submitted in GoHighLevel Instant
Note is added in GoHighLevel Instant
Opportunity status is changed in GoHighLevel Instant
Opportunity is staled in GoHighLevel Instant
Survey is submitted in GoHighLevel Instant
Task is added in GoHighLevel Instant
Task reminder is received in GoHighLevel Instant
Trigger link is clicked in GoHighLevel Instant
Order form is submitted in GoHighLevel Instant
Contact is created in GoHighLevel Instant
Opportunity is created in GoHighLevel
Customer replies in GoHighLevel Instant
Contact is updated in GoHighLevel Instant
Customer booked an appointment in GoHighLevel Instant
Custom date reminder is received in GoHighLevel Instant
Contact tag is changed in GoHighLevel Instant
Call status is changed in GoHighLevel Instant
Birthday reminder is sent in GoHighLevel Instant
Appointment is created in GoHighLevel Instant
Pipeline stage is changed in GoHighLevel Instant
Row is added in Smartsheet
Row is updated in Smartsheet
Attachment is added in Smartsheet
Comment is added in Smartsheet

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Ready Workflows for GoHighLevel + Smartsheet Integration

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Create GoHighLevel contact for new Smartsheet row

Automatically creating GoHighLevel 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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Who Is This Integration For?

Project Managers

Sales Teams

Event Coordinators

Marketing Agencies

Consultants

Project Managers

Project managers often struggle with keeping client communication in sync with project updates. They need a system to automatically notify clients when project milestones are reached in Smartsheet, but doing this manually is time-consuming and error-prone.

Sales Teams

Sales teams frequently have difficulty tracking follow-ups for leads stored in Smartsheet. They need an automated way to ensure these leads are promptly entered into GoHighLevel for better management, which is often missed due to manual processing.

Event Coordinators

Event coordinators face challenges in managing attendee information and communication efficiently. They often have attendee lists in Smartsheet and need a streamlined method to transfer data to GoHighLevel for event marketing and reminders, reducing data entry errors.

Marketing Agencies

Marketing agencies handle multiple campaigns and need to update client details or new campaign leads efficiently. They use Smartsheet for managing campaigns but struggle to move client data quickly to GoHighLevel for follow-up actions, leading to delays.

Consultants

Consultants who manage their projects in Smartsheet need an efficient way to update contact details in GoHighLevel to maintain a consistent communication channel. The manual entry of data between platforms can lead to outdated or missing client information.

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What Can You Automate With GoHighLevel + Smartsheet

Sync new Smartsheet rows to GoHighLevel contacts

Whenever you add a new row in Smartsheet, automatically create or update a contact in GoHighLevel. This keeps your contact database current without manual entry.

Update GoHighLevel tasks from Smartsheet project changes

When a project milestone is updated in Smartsheet, create a corresponding task in GoHighLevel. You will ensure key actions aren't missed as your project progresses.

Automate lead import from Smartsheet to GoHighLevel

Set Smartsheet to feed new lead entries into GoHighLevel. This way, your sales team can instantly engage with these leads without waiting for manual updates.

Trigger GoHighLevel campaign from new Smartsheet entries

Initiate a GoHighLevel campaign each time a new entry in Smartsheet matches specific criteria. Quickly engage with your audience based on real-time data.

Create GoHighLevel appointments from Smartsheet to-dos

Convert your Smartsheet to-dos into GoHighLevel appointments automatically. This helps you manage your schedule seamlessly and never miss an appointment.

And much more...

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Top 10 Most Popular GoHighLevel Automations from
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Top 10 Most Popular Smartsheet Automations from
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GoHighLevel is a sales and marketing automation platform for agencies & marketers. Using artificial intelligence, it helps agencies and marketers to create sales ready leads, nurture them & convert them into customers.

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