Elevate your project management and team collaboration with Smartsheet and Pipedrive, bridged seamlessly by Make.

Unlock the power of efficiency and productivity with the integration of Smartsheet and Pipedrive via Make.

Smartsheet, a leading project management tool, and Pipedrive, an innovative CRM, come together to create a dynamic ecosystem for your business. This integration brings together the key features of Smartsheet with Pipedrive's robust CRM, facilitating a seamless flow of information and better decision-making processes.

• Enhance your project management by tracking and visualizing your Pipedrive data in Smartsheet's various views: Grid, Card, Gantt, or Calendar.
• Empower team collaboration with the synchronization of data across both platforms, driving execution with speed and accountability.
• Automate tasks across Pipedrive and Smartsheet, reducing manual effort and increasing accuracy.
• Standardize your processes and integrate data across your systems with Pipedrive and Smartsheet's seamless communication.

With Make, set up automated workflows such as adding new Pipedrive deals matching filter criteria to Smartsheet as rows, and updating Smartsheet rows with new Pipedrive deal stage changes. This integration empowers your business to operate at peak efficiency, ensuring that no important information falls through the cracks and that your teams can collaborate effectively

Getting started with the Pipedrive and Smartsheet integration via Make is straightforward:

1. Sign Up: Register for an account on Make if you haven't done so already.
2. Connect Your Accounts: Head over to the integrations page, select Pipedrive and Smartsheet, and follow the instructions to link your accounts. For this step you can use the following video
3. Customize Your Settings: Decide what data you wish to synchronize between Pipedrive and Smartsheet. You have the option to sync contacts, deals, and much more.
4. Activate the Integration: Once you're satisfied with your settings, activate the integration.
5. If you have any questions visit Make Academy to learn more.

Visit Pipedrive and Smartsheet documentation pages to gain the value from this integration

Your Pipedrive and Smartsheet data will now automatically synchronize based on your chosen preferences.