Popular • Databases • Team Collaboration

Smartsheet and Zoho CRM integration

Q: Why is Albato the best alternative to Zapier for integrating Smartsheet and Zoho CRM?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Smartsheet and Zoho CRM. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Smartsheet and Zoho CRM, Albato is the way to go!

Build smart, no-code workflows with Smartsheet and Zoho CRM using triggers, actions, and AI logic—automate any process in minutes.

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Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Zoho CRM and Smartsheet integration

In Smartsheet and Zoho CRM integration triggers start workflows when something happens, while actions make changes in response.

Triggers 7

New Row

Triggers

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Row Updated

Triggers

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Updated records

Triggers

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New User

Triggers

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Actions 43

Add Row

Actions

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Update Row

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Get Record by ID

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New Lead

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect Smartsheet to Zoho CRM

Create powerful Smartsheet integration with Zoho CRM in just a few simple steps.

STEP 1

Connect Smartsheet to Zoho CRM

Log in to Albato, select Smartsheet and Zoho CRM, and follow the quick setup steps—no coding required. Integrate Smartsheet with Zoho CRM with just a few clicks!

STEP 2

Build a workflow for your Smartsheet and Zoho CRM integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Smartsheet and Zoho CRM. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Smartsheet + Zoho CRM integration and access all premium features.

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Integrate Smartsheet with Zoho CRM to automate and streamline your workflows. This integration allows you to sync data, automate tasks, and improve overall efficiency across platforms. Whether you're managing communication, tracking analytics, or handling project management, connecting Smartsheet with Zoho CRM ensures seamless collaboration and real-time updates. Simplify your processes, reduce manual effort, and focus on what matters most by letting the integration handle routine tasks and data synchronization automatically.

Zoho CRM integration with Smartsheet

Smartsheet

Streamline your project management with Smartsheet integration via Albato, connecting you to over 1,000+ popular applications. Automate workflows triggered by new rows, cell updates, and more. Effortlessly add and update rows, manage data, and synchronize workflows with other tools through Smartsheet’s API. Improve collaboration with Smartsheet integration and Albato.

Zoho CRM

Leverage Albato's integration capabilities to connect Zoho CRM with over 1,000+ popular applications, transforming how you attract, retain, and satisfy customers. Through Zoho CRM's API, effortlessly integrate with platforms like Stripe, Hubspot, ActiveCampaign, WooCommerce, Calendly, Mailchimp, QuickBooks Online, Google Sheets, Facebook, and Xero. Automate crucial actions such as creating or updating vendors, products, tasks, contacts, deals, and leads, ensuring data consistency and eliminating manual entry. Utilize triggers for updated records to synchronize changes across your integrated applications in real-time. This powerful integration not only enhances your CRM processes but also enables a seamless workflow between Zoho CRM and your favorite tools, driving growth and customer satisfaction.

Learn how to connect Zoho CRM to Smartsheet

2 min. read

Smartsheet: Automation for projects and teams

In this article, you will learn how Smartsheet helps teams plan, manage, automate, and report work to improve efficiency and achieve better business results.

Frequently asked questions about Smartsheet and Zoho CRM Integration

Why is Albato the best alternative to Zapier for integrating Smartsheet and Zoho CRM?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Smartsheet and Zoho CRM. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Smartsheet and Zoho CRM, Albato is the way to go!

Does Smartsheet integrate with Zoho CRM on the free plan?

Yes, you can integrate Smartsheet with Zoho CRM using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Zoho CRM and Smartsheet integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Smartsheet Zoho CRM integration at no cost.

How to connect Zoho CRM to Smartsheet for scheduled syncs?

To sync Zoho CRM with Smartsheet on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Smartsheet integration with Zoho CRM seamless and tailored to your specific needs.

Does Smartsheet integrate with Zoho CRM in real time?

Yes, Smartsheet integrates with Zoho CRM in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Smartsheet integration with Zoho CRM instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Smartsheet and Zoho CRM integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Zoho CRM integration with Smartsheet, ensuring your workflows operate according to your requirements.

How to connect Smartsheet to Zoho CRM?

Setting up an integration between Smartsheet and Zoho CRM on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Smartsheet and Zoho CRM from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Smartsheet (the trigger) that will cause an action in Zoho CRM, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Smartsheet and Zoho CRM, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Smartsheet and Zoho CRM, automating your workflows and saving you time.

How to connect Smartsheet to Zoho CRM to sync historical data?

To sync Smartsheet with Zoho CRM and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Zoho CRM integration with Smartsheet, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Zoho CRM to Smartsheet for two-way synchronization?

To integrate Zoho CRM with Smartsheet for two-way synchronization, Albato uses a system of triggers and actions. You can link Smartsheet to Zoho CRM by setting up two separate automations. The first automation sent data from Smartsheet to Zoho CRM. For instance, when a record is created or updated in Smartsheet, the automation ensures the changes are reflected in Zoho CRM. The second automation works in reverse, updating Smartsheet when changes occur in Zoho CRM.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Zoho CRM Smartsheet integration and keeps your data consistent across both platforms.

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Smartsheet and Zoho CRM integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Zoho CRM and Smartsheet integration

New Row

Row Updated

Updated records

New User

Add Row

Update Row

Get Record by ID

New Lead

What users say about Albato

How to Connect Smartsheet to Zoho CRM

Connect Smartsheet to Zoho CRM

Build a workflow for your Smartsheet and Zoho CRM integration

Map your data

How does the integration with Smartsheet and Zoho CRM works in Albato?

Zoho CRM integration with Smartsheet

Smartsheet

Zoho CRM

Learn how to connect Zoho CRM to Smartsheet

Smartsheet: Automation for projects and teams

Frequently asked questions about Smartsheet and Zoho CRM Integration

Why is Albato the best alternative to Zapier for integrating Smartsheet and Zoho CRM?

Does Smartsheet integrate with Zoho CRM on the free plan?

How to connect Zoho CRM to Smartsheet for scheduled syncs?

Does Smartsheet integrate with Zoho CRM in real time?

How to connect Smartsheet to Zoho CRM?

How to connect Smartsheet to Zoho CRM to sync historical data?

How to connect Zoho CRM to Smartsheet for two-way synchronization?

Build your automation for free!