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Automate tasks across Smartsheet with Zoho CRM

Action
Action

Businesses save 4,078 work hours and $192,779 every month by automating Smartsheet and Zoho CRM.

Automate your first task

Use MindCloud Cirra to make Smartsheet and Zoho CRM talk.
Here are some common ways to automate work between them.

Send a Zoho CRM notification when Smartsheet receives a high-priority item.
Create a Zoho CRM follow-up from new qualified activity in Smartsheet.
Copy new customer details from Smartsheet into Zoho CRM.
Update the matching Zoho CRM item when a Smartsheet status changes.
Start a review in Zoho CRM when Smartsheet flags an exception.
Summarize new Smartsheet activity and save it in Zoho CRM.

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Smartsheet and Zoho CRM work.

Connect your Smartsheet and Zoho CRM. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 48 actions between Smartsheet and Zoho CRM.
Can’t find an action you need? Let us know.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Smartsheet and Zoho CRM.

Apps are the systems your business runs on, like Smartsheet and Zoho CRM. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.