Smartsheet

Integrating Nutshell CRM with Smartsheet

When you integrate Nutshell CRM and Smartsheet, you’ll get a seamless solution for optimizing teamwork and streamlining project management. Nutshell is a comprehensive platform for managing customer relationships, designed to help small and mid-sized businesses in boost their sales and increase customer loyalty. Meanwhile, Smartsheet is a leading project management software, enabling teams to streamline their workflows and increase productivity.

Smartsheet CRM Integration Benefits:

• Streamlined collaboration: Integrating Nutshell CRM and Smartsheet results in unparalleled visibility into your team’s tasks and progress. By integrating these platforms, you can access a centralized view of all your projects, keeping your whole team on the same page.
• More efficient project management: This integration automatically synchronizes project information across Nutshell and Smartsheet, eliminating the need for manual data entry and saving valuable time for your team.

What it does:

Once this integration is activated, new projects and tasks created in Smartsheet automatically appear as activities in Nutshell and vice versa. New leads and contacts within Nutshell can also be effortlessly converted into Workfront projects.

How to get started

You can set up this integration using Zapier or contact our team for assistance with setting up an integration.