Freshworks CRM (Freshsales Suite) + Smartsheet Integration

Integrate Freshworks CRM (Freshsales Suite) to Smartsheet in one click, or tell Integrately AI how you want each contact handled. Capture leads, update your sheets, alert your team, and trigger follow-ups automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • 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.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • 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 Freshworks CRM (Freshsales Suite) + Smartsheet Integration

Capture new contacts, organise project rows, keep your sheets updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Smartsheet row

Automatically creating Freshworks CRM (Freshsales Suite) 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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Freshworks CRM (Freshsales Suite) + Smartsheet Integration

Create Smartsheet row for new Freshworks CRM (Freshsales Suite) contact

When a new contact is created in your Freshworks CRM (Freshsales Suite), 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Freshworks CRM (Freshsales Suite) + Smartsheet flow

Send instant team notifications, email clients, schedule follow-ups, log payments, sign agreements, and host meetings alongside your core workflow. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Smartsheet
+
SlackSlack (5)
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GmailGmail (5)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
DocuSignDocuSign (4)
+
ZoomZoom (4)
F
S
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Add every new Freshworks CRM (Freshsales Suite) contact to your Smartsheet sheet, and notify your sales team in Slack
New contacts appear in your Smartsheet rows instantly while Slack alerts your sales channel, so your team never misses a follow-up.
S
F
S
When a Smartsheet row is updated, update the matching Freshworks CRM (Freshsales Suite) contact and post the change in Slack
Sheet updates sync straight back to Freshworks CRM (Freshsales Suite) while Slack notifies your team of the modification.
F
S
S
When a Freshworks CRM (Freshsales Suite) deal is updated, update the matching Smartsheet row and post the move in Slack
Deal status changes update your Smartsheet tracking rows immediately and notify your revenue channel in Slack.
S
F
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Create a Freshworks CRM (Freshsales Suite) task for every new Smartsheet comment, and confirm it in Slack
Collaborative notes left in Smartsheet automatically generate actionable follow-up tasks in Freshworks CRM (Freshsales Suite) and alert staff in Slack.
F
C
S
S
Use Claude to summarise every new Freshworks CRM (Freshsales Suite) contact, save the summary in Smartsheet, and post the brief in Slack
AI analyses new contact details, logs structured notes into Smartsheet, and shares an executive brief in Slack.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Smartsheet

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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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 Freshworks CRM (Freshsales Suite) + Smartsheet?

Streamline your sales operations and project tracking with powerful automated workflows connecting Freshworks CRM (Freshsales Suite) and Smartsheet.

What you can automate?
🔄
Sync Freshworks CRM (Freshsales Suite) contacts to Smartsheet rows automatically
Every time a new contact is created in Freshworks CRM (Freshsales Suite), a corresponding row is added to Smartsheet. Eliminate manual data entry and keep your tracking base fully synchronised.
📋
Capture every submitted field in your tracking sheet
Map all available contact, account, and deal fields from Freshworks CRM (Freshsales Suite) into separate Smartsheet columns. Your sheets become comprehensive records for review and analysis.
🔔
Alert your team the moment a new record arrives
Notify staff instantly whenever critical sales events occur across Freshworks CRM (Freshsales Suite) and Smartsheet. Keep stakeholders informed without switching between tabs.
🔀
Route records conditionally based on submitted data
Send high-value deals or specific account types to designated Smartsheet sheets or folders based on criteria like deal size, region, or industry.
📝
Keep destination sheets updated as records change
Automatically update existing Smartsheet rows whenever contact details, deal stages, or account information are modified in Freshworks CRM (Freshsales Suite).
🔍
Search and update instead of creating duplicates
Look up existing records in Smartsheet before adding new entries. Keep your database clean by updating matching rows rather than generating clutter.
💼
Handle later status changes like deal closure
Trigger automated sheet updates when deals are won or lost, tasks are completed, or accounts are renewed in Freshworks CRM (Freshsales Suite).
💬
Extend your workflow to team messaging apps
Connect your core automation to Slack to broadcast important pipeline updates, milestone completions, and deal status changes directly to your team channels.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Smartsheet integration for?

Sales leaders, project managers, and operations teams rely on this integration to eliminate manual data entry and keep pipeline records fully aligned across both platforms.

Sales Analysts
Sales Analysts
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Operations Specialists
Operations Specialists
Project Coordinators
Project Coordinators
Revenue Operations Managers
Revenue Operations Managers
📈
Sales Analysts
You're building weekly revenue reports in Freshworks CRM (Freshsales Suite), but your tracking sheet only updates when someone manually exports records, so your pipeline metrics are always outdated — this integration means every new deal lands in your sheet instantly and your figures stay accurate.
Account Executives
You need to act on incoming enquiries immediately, but notification delays leave you scrambling to catch up — automating both apps means every lead creates a tracking row instantly and you can initiate outreach without missing a beat.
🤝
Client Success Managers
You answer to external stakeholders who expect up-to-date project sheets, but manual data transfers lead to embarrassing oversights — connecting these apps means every CRM update syncs to your sheet automatically and client reviews run smoothly.
📊
Operations Specialists
The volume of new contacts arriving daily is too high for anyone to keep up by hand, resulting in severe backlogs — with this integration, every submission populates your tracking sheet without manual intervention and your workflow remains fluid.
🔄
Project Coordinators
You own the delivery phase and depend on sales teams to hand over client details from Freshworks CRM (Freshsales Suite), but records often get lost in transit — automating both apps means every new account automatically populates your delivery sheet right away.
🗂️
Revenue Operations Managers
You need a reliable audit history, but manual copy-pasting leaves frequent gaps in your tracking records — connecting these apps means every interaction is logged accurately and your historical data remains complete.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Smartsheet

Build and manage your Freshworks CRM (Freshsales Suite) + 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 Freshworks CRM (Freshsales Suite) + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Smartsheet?
Frequently Asked Questions
Connecting Freshworks CRM (Freshsales Suite) to Smartsheet takes just one click using ready-made templates on Integrately, or you can use Integrately AI to build custom workflows linking your CRM and project sheets along with tools like Slack, Gmail, and Calendly.
Can I automatically sync new Freshworks CRM (Freshsales Suite) contacts to Smartsheet rows?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Smartsheet?
Frequently Asked Questions
How are contact fields transferred from Freshworks CRM (Freshsales Suite) to Smartsheet?
Frequently Asked Questions
Can I update existing Smartsheet rows when Freshworks CRM (Freshsales Suite) deals change?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Smartsheet?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Smartsheet integration free?
Frequently Asked Questions
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