Create Smartsheet row for new Pipedrive deal
Pipedrive + Smartsheet Integration
Pipedrive + Smartsheet Integration
Integrate Pipedrive to Smartsheet in one click, or tell Integrately AI how you want each deal handled. Track sales pipelines, update your sheets and CRM, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Project is deleted in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is created in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
Row is added in Smartsheet- Row is updated in Smartsheet
- Attachment is added in Smartsheet
- Comment is added in Smartsheet
2.
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Ready Workflows for Pipedrive + Smartsheet Integration
Capture deals, organise rows, keep sheets updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Smartsheet row for new Pipedrive organization
Pipedrive + Smartsheet Integration
When Row is added in Smartsheet > Create lead in Pipedrive > Create lead in Pipedrive
When Row is added in Smartsheet then Create lead in Pipedrive and Create lead in Pipedrive
When Row is added in Smartsheet > Check any condition > Create lead in Pipedrive
Smartsheet + Pipedrive Integration
Create Smartsheet row for new Pipedrive person
When a new person is created in your Pipedrive software, automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
See moreUpdate Smartsheet row for new Pipedrive person
Pipedrive + Smartsheet Integration
Create Pipedrive person for new Smartsheet row
Are you tired of manually creating Pipedrive person for every new Smartsheet row? Well, there's a better way! With our new automation, you can automatically create Pipedrive person for new Smartsheet rows.
That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.
So why wait? Install this automation today and start enjoying the benefits of automatic Pipedrive {{action.Contact} creation!
See moreThat means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.
So why wait? Install this automation today and start enjoying the benefits of automatic Pipedrive {{action.Contact} creation!
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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 Pipedrive + Smartsheet flow
Extend your automation stack with messaging, documentation, scheduling, and finance tools to handle every business process. Pick a combination and activate it in one click.
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Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) +
Calendly (2)
Calendly (2) +
Gmail (3)
Gmail (3) +
QuickBooks Online (2)
QuickBooks Online (2) +
DocuSign (2)
DocuSign (2) P
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Add every new Pipedrive deal to your Smartsheet sheet, and notify your sales channel in Slack
New Pipedrive deals appear in your Smartsheet sheet instantly and your sales channel hears about it in Slack, so nobody re-types a deal or misses a follow-up.
P
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When a Pipedrive deal stage is updated, update the matching Smartsheet row and post the move in Slack
Deal stage changes in Pipedrive update your Smartsheet rows immediately while notifying your team in Slack.
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When a Smartsheet row is added, create a new deal in Pipedrive and notify your team in Slack
New Smartsheet rows create Pipedrive deals automatically while alerting your team on Slack.
Supported triggers and actions for Pipedrive and Smartsheet
Mix and match to build the exact automation you need
Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → Smartsheet Triggers & Actions
What can you automate with Pipedrive + Smartsheet?
Streamline your sales operations and eliminate manual spreadsheet updates with powerful, automated workflows.
🔄
Sync Pipedrive deals to Smartsheet automatically
Create a Smartsheet row instantly whenever a new deal is created in Pipedrive, keeping your tracking sheets updated without manual effort.
📝
Capture every submitted deal detail
Map complete deal values, organization names, and contact fields directly into distinct Smartsheet columns for clear record-keeping.
🔔
Notify your team instantly on updates
Alert your team members whenever a deal is updated or a new row is added in Smartsheet, ensuring everyone stays aligned.
🔀
Route deals based on custom fields
Direct high-value deals to specific sheets or teams while routing standard deals to your general tracking workspace.
🔄
Keep destination sheets updated as deals change
Update existing Smartsheet rows automatically whenever deal stages or core details change in Pipedrive.
🔍
Search and update instead of creating duplicates
Find existing records in Smartsheet before updating them, preventing redundant rows and messy data.
📅
Handle later status changes and closures
Update your tracking sheet when a deal is won, lost, or moved to a final stage to maintain accurate pipeline histories.
🔌
Extend your workflow to Slack and other apps
Trigger downstream notifications in Slack or create supporting records across your connected toolstack automatically.
And much more...
Who is Pipedrive + Smartsheet integration for?
Connecting Pipedrive and Smartsheet eliminates manual data entry, keeping sales pipelines and tracking sheets perfectly synchronized for every department.
Sales managers
Account executives
Project coordinators
Sales operations teams
Business development reps
Revenue analysts
📈
Sales managers
You review performance numbers and report on pipeline health, but your tracking sheet only updates when reps manually export deals, so the row counts you're optimising against are always a few hours behind — with this integration, every new deal lands in the sheet instantly and your data stays current.
⚡
Account executives
You need to reach out to incoming prospects right away, but you often find out about new deals after hours have passed, so leads go cold before you make contact — with this integration, every new deal creates an immediate sheet entry and keeps your pipeline moving.
📊
Project coordinators
You answer to stakeholders who want live visibility into ongoing sales work, but manually copying deal details into sheets creates bottlenecks, so everyone ends up out of sync — this integration means every deal update flows straight into Smartsheet without manual handling.
⚙️
Sales operations teams
Your team handles a high volume of incoming leads and deals every day, but keeping spreadsheets updated alongside Pipedrive leads to errors and missed entries — automating both apps means every row is populated accurately without manual data entry.
🤝
Business development reps
You own the outreach stage and depend on inbound forms or deals being logged correctly, but delays in sheet updates leave you waiting for work to start — with this integration, every hand-off happens instantly and you can start following up right away.
📋
Revenue analysts
You rely on clean historical data to forecast quarterly growth, but missing records and untracked deal updates leave gaps in your analysis — automating these apps means every activity and deal is logged reliably in your sheets for accurate reporting.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Pipedrive + Smartsheet
Build and manage your Pipedrive + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Pipedrive + 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?
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Select Automation
2
Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Pipedrive to Smartsheet?
You can connect Pipedrive to Smartsheet instantly using ready-made templates or by asking Integrately AI to build the workflow. You can also connect additional apps like Slack, Google Drive, or Gmail in 1-click setup.
Can I automatically create Smartsheet rows when new Pipedrive deals are added?
Can I connect Pipedrive, Smartsheet, and Slack?
What is a good Zapier alternative for Pipedrive and Smartsheet?
How does Pipedrive data sync with Smartsheet?
Can I update Smartsheet rows when Pipedrive deal stages change?
Do I need coding skills to automate Pipedrive and Smartsheet?
Is the Pipedrive and Smartsheet integration free?
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