Cloze + Smartsheet Integration

Integrate Cloze to Smartsheet in one click, or tell Integrately AI how you want each contact handled. Sync professional details, update project rows, log new communications, and keep your sheets accurate automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze 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
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2.
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze
  • 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 Cloze + Smartsheet Integration

Track professional connections, update project rows, log notes, and sync company records, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + Cloze Integration

Create Cloze person for new Smartsheet row

Automatically creating Cloze person 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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  • 1of1
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 Cloze + Smartsheet flow

Teams often need to notify colleagues, log emails, and schedule follow-ups once connection data flows between Cloze and Smartsheet. Pick a combination and activate it in one click.

Cloze
Smartsheet
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SalesforceSalesforce (6)
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HubspotHubspot (6)
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SlackSlack (6)
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GmailGmail (6)
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Google CalendarGoogle Calendar (6)
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ZoomZoom (6)
C
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Add every updated Cloze person to your Smartsheet tracker and create a contact in Salesforce
Person updates in Cloze instantly add rows in Smartsheet and create contacts in Salesforce, eliminating duplicate manual data entry across systems.
C
S
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Log updated Cloze project notes in Smartsheet and update the matching record in Salesforce
Keep project milestones synchronized between Cloze notes, Smartsheet trackers, and Salesforce accounts effortlessly.
C
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When a company is updated in Cloze, update your Smartsheet row and refresh the account in Salesforce
Company profile changes in Cloze automatically flow into Smartsheet and update Salesforce account records.
C
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Create a Salesforce task when a new row is added in Smartsheet from Cloze updates
Assign follow-up tasks in Salesforce automatically whenever a Cloze update triggers a new Smartsheet row.
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Use ChatGPT to analyse Cloze person updates, log insights in Smartsheet, and update Salesforce records
AI-driven analysis of Cloze updates populates Smartsheet trackers and refines Salesforce contact records.
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When a project updates in Cloze, update your Smartsheet tracker, update Salesforce, and notify Slack
Multi-app pipeline updates Smartsheet, refreshes Salesforce, and announces project milestones in Slack.

Supported triggers and actions for Cloze and Smartsheet

Mix and match to build the exact automation you need

Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
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Instant
Project is updated in Cloze
Triggers the automation when a project is updated
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Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
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Create person in Cloze
Generates a new person
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Update person in Cloze
Updates the information of a person
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Create note in Cloze
Creates a new note in the particular format
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Create communication in Cloze
Sends out messages or notifications to designated recipients
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Create to do in Cloze
Creates a new to-do item
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Update company in Cloze
Updates company information
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Create company in Cloze
Generates a new company profile with given details
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Create timeline event in Cloze
Creates a new timeline event
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Create project in Cloze
Creates a new project
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Update project in Cloze
Updates project 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 Cloze + Smartsheet?

Streamline your relationship and project management by automating data syncs, updates, and notifications between Cloze and Smartsheet.

What you can automate?
🔄
Sync Cloze person and project updates to Smartsheet rows automatically
Instantly transfer professional updates from Cloze into structured Smartsheet rows without touching spreadsheets.
📝
Capture every submitted field, note, and timeline event
Map all available Cloze relationship data into separate Smartsheet columns to maintain complete records of every connection.
🔔
Tell the right team member as soon as updates happen
Trigger instant team alerts whenever critical professional connections or project milestones are modified in Cloze.
🔀
Route records differently depending on submitted field values
Apply conditional rules to send specific project types or high-value contacts to designated Smartsheet sheets.
✏️
Keep destination rows up to date as details change
Automatically update existing Smartsheet rows whenever person, project, or company information is modified in Cloze.
🔍
Search and update instead of creating duplicate records
Check existing Smartsheet rows before adding new entries to keep your databases clean and organized.
🏷️
Handle later status changes and project milestones
Reflect project completions, company updates, and status shifts instantly across both platforms.
💬
Extend your workflow with Slack notifications
Broadcast automated milestone alerts and connection updates directly to your team communication channels.
And much more...

Who is Cloze + Smartsheet integration for?

Relationship managers, project coordinators, and executive teams use this integration to eliminate manual data entry and keep relationship tracking perfectly aligned with project tracking.

Operations managers
Operations managers
Account managers
Account managers
Client success directors
Client success directors
Business development teams
Business development teams
Project coordinators
Project coordinators
Relationship managers
Relationship managers
📈
Operations managers
You're tracking connection updates in Cloze but manually transferring records into Smartsheet, so your reporting spreadsheets are always hours behind — this integration means every updated connection lands in your sheet instantly and your metrics stay current.
Account managers
You manage dozens of professional connections in Cloze while tracking deliverables in Smartsheet, but important follow-ups get lost in the gap — automating both apps means updated contacts appear in your tracker immediately so you never miss a deadline.
🤝
Client success directors
You share regular progress sheets with clients built from Smartsheet data, but manual updates mean your status reports are often incomplete — automating both apps means every connection and project change flows straight into your tables for seamless reporting.
📊
Business development teams
You log high volumes of meetings and professional contacts in Cloze, but keeping Smartsheet updated by hand creates massive backlogs — with this integration, every contact update flows directly into your rows to keep pipeline tracking effortless.
🎯
Project coordinators
You depend on relationship notes logged in Cloze to trigger Smartsheet project tasks, but delays in handoffs slow down delivery — connecting these apps means project updates flow instantly into your task lists so work starts right away.
🗂️
Relationship managers
You maintain detailed profiles and timelines in Cloze, but historical records in Smartsheet end up with missing entries — automating both apps means every project and company update is logged reliably without manual data gaps.
Our team

Ready Workflows 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 Cloze + Smartsheet

Build and manage your Cloze + 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 Cloze + 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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Frequently Asked Questions

How do I connect Cloze to Smartsheet?
Frequently Asked Questions
You can connect Cloze to Smartsheet in 1 click using ready workflows on Integrately, or ask Integrately AI to build the integration for you. It takes seconds to link your accounts and sync data with tools like Slack, Gmail, and Google Calendar.
Can I automatically sync Cloze contact updates to Smartsheet rows?
Frequently Asked Questions
Can I connect Cloze, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and Smartsheet?
Frequently Asked Questions
How are person updates handled between Cloze and Smartsheet?
Frequently Asked Questions
Can I update Smartsheet rows when project details change in Cloze?
Frequently Asked Questions
Do I need coding skills to automate Cloze and Smartsheet?
Frequently Asked Questions
Is the Cloze and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect Cloze or Smartsheet With 1500+ Other Apps

Cloze
Popular Cloze Integrations
Connect Cloze with CRMs, communication tools, and email platforms to manage professional connections effortlessly.
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Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, reporting, and accounting tools to keep data moving across your stack.