Smartsheet Use Cases¶
Here are a few popular use-cases of Smartsheet integrations with other applications available on Connect iPaaS:
Smartsheet + ServiceNow + Salesforce | Incident Analytics¶
This integration makes it easy for you to share updates within teams and drive full visibility between departments with automated record-keeping. As and when new incidents get created in ServiceNow, it triggers the creation of new objects in Salesforce as well as the creation of new records by adding a row in Smartsheet.
Smartsheet + HubSpot + Salesforce | Inactive Lead Management¶
Make it easy for your teams to manage inactive leads by periodically identifying the inactive leads in Salesforce and mark them as dead leads in HubSpot, creating a back up of the same in Smartsheet for future reference.
Smartsheet + QuickBooks + Outlook | Reporting and Collaborating¶
In this use case, you can see how you can schedule the generation of financial reports from QuickBooks and export them to Smartsheet, notifying the users via Outlook.