Freshsales classic + Smartsheet Integration

Integrate Freshsales classic to Smartsheet in one click, or tell Integrately AI how you want each lead handled. Capture new leads, update sheets, add notes, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Freshsales classic
    Lead is created in Freshsales classic
  • Freshsales classic
    Lead is updated in Freshsales classic
  • Freshsales classic
    Deal is created in Freshsales classic
  • Freshsales classic
    Deal is updated in Freshsales classic
  • Freshsales classic
    Contact is created in Freshsales classic
  • Freshsales classic
    Contact is updated in Freshsales classic
  • Freshsales classic
    Account is created in Freshsales classic
  • Freshsales classic
    Account is updated in Freshsales classic
  • 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.
  • Freshsales classic
    Create lead in Freshsales classic
  • Freshsales classic
    Search lead in Freshsales classic
  • Freshsales classic
    Update lead in Freshsales classic
  • Freshsales classic
    Lead convert in Freshsales classic
  • Freshsales classic
    Add note to lead in Freshsales classic
  • Freshsales classic
    Create task for lead in Freshsales classic
  • Freshsales classic
    Create contact in Freshsales classic
  • Freshsales classic
    Update contact in Freshsales classic
  • Freshsales classic
    Search contact in Freshsales classic
  • Freshsales classic
    Add note to contact in Freshsales classic
  • Freshsales classic
    Create task for contact in Freshsales classic
  • Freshsales classic
    Create deal in Freshsales classic
  • Freshsales classic
    Search deal in Freshsales classic
  • Freshsales classic
    Add note to deal in Freshsales classic
  • Freshsales classic
    Create task for deal in Freshsales classic
  • Freshsales classic
    Create account in Freshsales classic
  • Freshsales classic
    Search account in Freshsales classic
  • Freshsales classic
    Create task for account in Freshsales classic
  • Freshsales classic
    Add note to account in Freshsales classic
  • 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 Freshsales classic + Smartsheet Integration

Capture leads, create rows, keep sheets updated, log notes, and trigger tasks, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + Freshsales classic Integration

Create Freshsales classic contact for new Smartsheet row

Automatically creating Freshsales classic 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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Freshsales classic + Smartsheet Integration

Create Smartsheet row for new Freshsales classic contact

When a new contact is created in your Freshsales classic, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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  • 1of2
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 Freshsales classic + Smartsheet flow

Capture sales data, update sheets, alert your team, and send follow-ups across your entire stack. Pick a combination and activate it in one click.

Freshsales classic
Smartsheet
+
SlackSlack (8)
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GmailGmail (8)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
DocuSignDocuSign (3)
+
ZoomZoom (3)
F
S
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Add every new Freshsales classic contact to your Smartsheet, and notify your sales team instantly in Slack
New Freshsales classic contacts appear in Smartsheet within seconds and your sales team hears about it in Slack, so nobody re-types details or misses a lead.
F
S
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Log every new Freshsales classic lead in your Smartsheet, and alert your team in Slack
Freshsales classic leads instantly populate Smartsheet rows while Slack notifies your team, ensuring immediate visibility.
F
S
S
When a Freshsales classic deal is updated, update the Smartsheet row and post the change in Slack
Deal changes in Freshsales classic automatically update Smartsheet rows and notify your team in Slack.
S
F
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Create a Freshsales classic task for every new Smartsheet row, and confirm it in Slack
Smartsheet rows automatically generate Freshsales classic tasks while Slack confirms the action to your team.
F
S
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If a Freshsales classic contact status changes, update the Smartsheet row and alert your channel in Slack
Contact updates in Freshsales classic trigger automated Smartsheet row refreshes and Slack notifications.
F
S
S
When a Freshsales classic deal moves to closed, update the Smartsheet row and announce it in Slack
Closed deals in Freshsales classic update Smartsheet tracking rows and trigger celebratory Slack announcements.
F
S
S
Use Claude to analyse new Freshsales classic contacts, save the details in Smartsheet, and post the brief in Slack
Claude evaluates incoming Freshsales classic contacts before saving them to Smartsheet and notifying your team in Slack.
F
S
G
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Add every new Freshsales classic contact to Smartsheet, send a welcome email via Gmail, and notify your team in Slack
Freshsales classic contacts populate Smartsheet while Gmail dispatches welcome emails and Slack alerts the team.

Supported triggers and actions for Freshsales classic and Smartsheet

Mix and match to build the exact automation you need

Freshsales classic
Freshsales classic Triggers & Actions
Lead is created in Freshsales classic
Triggers the automation when a new lead is created
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Lead is updated in Freshsales classic
Triggers the automation when the lead information is updated
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Deal is created in Freshsales classic
Triggers the automation when a deal is created
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Deal is updated in Freshsales classic
Triggers the automation when a deal is updated
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Contact is created in Freshsales classic
Triggers the automation when a new contact is created
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Contact is updated in Freshsales classic
Triggers the automation when a contact is updated
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Account is created in Freshsales classic
Triggers the automation when a new account is created
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Account is updated in Freshsales classic
Triggers the automation when an account is updated
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Create lead in Freshsales classic
Generates new leads for potential customers
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Search lead in Freshsales classic
Retrieves information for a particular lead
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Update lead in Freshsales classic
Updates the lead information
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Lead convert in Freshsales classic
Track and convert potential leads into customers
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Add note to lead in Freshsales classic
Adds a note to a lead
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Create task for lead in Freshsales classic
Creates a new task for a particular lead
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Create contact in Freshsales classic
Adds a new contact to the database
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Update contact in Freshsales classic
Updates contact information with new details
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Search contact in Freshsales classic
Finds and retrieves contact information
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Add note to contact in Freshsales classic
Adds a personalized note to a contact
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Create task for contact in Freshsales classic
Creates a task to follow up with a contact
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Create deal in Freshsales classic
Generates a new deal with
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Search deal in Freshsales classic
Retrieves and find a deal
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Add note to deal in Freshsales classic
Adds a note to a deal
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Create task for deal in Freshsales classic
Creates a new task for a particular deal
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Create account in Freshsales classic
Generates a new account
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Search account in Freshsales classic
Searches for account information
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Create task for account in Freshsales classic
Creates a task to follow up with a account
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Add note to account in Freshsales classic
Adds a note to the customer's account for future reference
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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 Freshsales classic + Smartsheet?

Streamline your sales and operational workflows by connecting Freshsales classic triggers directly to Smartsheet actions.

What you can automate?
🔄
Automatically sync new Freshsales classic leads to Smartsheet rows
Every time a lead is created in Freshsales classic, a new row is instantly added to your Smartsheet without requiring manual copy-pasting.
📋
Capture every submitted contact detail in structured sheet columns
Map all available Freshsales classic contact attributes into separate Smartsheet columns to maintain a clean and comprehensive database.
🔔
Notify your team instantly when a deal updates
Keep sales and operations teams aligned by triggering alerts whenever deal stages change or new records are created.
🔀
Route records based on specific field criteria
Send high-value enterprise leads to specific sheets or update priority rows depending on submitted field values.
🔄
Keep your spreadsheet destination up to date as records change
When lead or contact information is updated in Freshsales classic, the corresponding Smartsheet row updates automatically.
🔍
Search and update existing rows instead of creating duplicates
Check for existing records in Smartsheet before writing updates, preventing clutter and duplicate entries.
Handle later status changes like closed deals or lost leads
Capture deal progression milestones by updating sheet rows when opportunities are marked won or lost in Freshsales classic.
💬
Extend your workflow with powerful team messaging apps
Trigger automated notifications in Slack or email updates in Gmail immediately after your core Freshsales classic and Smartsheet sync completes.
And much more...

Who is Freshsales classic + Smartsheet integration for?

Teams connecting Freshsales classic and Smartsheet eliminate manual data entry, keeping their sales pipeline and operational spreadsheets perfectly synchronised in real time.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success leads
Client success leads
High-volume sales teams
High-volume sales teams
Project coordinators
Project coordinators
CRM administrators
CRM administrators
📈
Sales operations managers
You're compiling sales reports from Freshsales classic but your tracking sheet only updates when someone manually exports data, so the metrics you're reviewing are always outdated — with this integration, every new lead and deal lands in the sheet instantly and your reporting stays current.
Account executives
You need to act fast on incoming prospects, but you find out about new assignments hours too late because information sits siloed — connecting these apps means every contact appears in your workspace immediately so you can reach out first.
🤝
Client success leads
You answer to stakeholders who want to see live project and deal progress, but compiling updates by hand takes hours every week — automating both apps means your shared spreadsheets reflect CRM status changes automatically without manual upkeep.
📊
High-volume sales teams
The volume of inbound leads and contacts is too high for anyone to keep up by hand, leading to missed follow-ups and errors — this integration means every record is logged accurately across both platforms without human bottlenecks.
🔄
Project coordinators
You own the operational delivery step and depend on sales to hand over deal details, but communication gaps delay project kickoffs — with this integration, won deals create operational rows instantly so work begins without delay.
🗂️
CRM administrators
You need a reliable audit history of all deals and contacts, but manual copying keeps introducing gaps and duplicate entries — automating both platforms means your database remains pristine and complete at all times.
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 Freshsales classic + Smartsheet

Build and manage your Freshsales classic + 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 Freshsales classic + 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 Freshsales classic to Smartsheet?
Frequently Asked Questions
You can connect Freshsales classic to Smartsheet in 1 click using ready templates on Integrately, or use Integrately AI to build your custom flow alongside Slack, Gmail, and other apps.
Can I automatically create Smartsheet rows from new Freshsales classic leads?
Frequently Asked Questions
Can I connect Freshsales classic, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshsales classic and Smartsheet?
Frequently Asked Questions
How does Freshsales classic handle lead updates in this integration?
Frequently Asked Questions
How are Smartsheet rows updated when deals change?
Frequently Asked Questions
Do I need coding skills to automate Freshsales classic and Smartsheet?
Frequently Asked Questions
Is the Freshsales classic and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect Freshsales classic or Smartsheet With 1500+ Other Apps

Freshsales classic
Popular Freshsales classic Integrations
Connect Freshsales classic to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with accounting, project management, and reporting tools to keep data working across your stack.