Smartsheet integration + automation

Smartsheet integrations couldn’t be easier with the Tray Platform’s robust Smartsheet connector, which connects any services without the need for separate integration tools.

Popular Smartsheet integrations

Smartsheet and Salesforce

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Business professionals that want to integrate Smartsheet with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

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Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021

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G2 - High Performer Mid-Market Winter 2021

G2 - Momentum Leader API Mangement Winter 2021

With the Tray platform you can connect any web service

Low-code Smartsheet Integrations

Supercharge your team’s collaboration with custom Smartsheet integrations on the low-code Tray Platform. Business users love how easy it is to use our visual, drag-and-drop interface. Now, you can stand up powerful integrations that connect any data source and any cloud application, no IT support required.

Take your project management to the next level by building custom integrations in minutes. We make it easy for anyone to use our Smartsheet connector to sync any data source, including flat files (such as CSV) and any app in your tech stack, even using data within custom fields.

The Tray Platform doesn’t just create integrations. You can also easily build custom Smartsheet automation to break down communication silos and put your entire team on the same page. Now, you can automate previously time-consuming manual tasks such as approvals, status updates, and project reminders to execute all your deliverables on time and on target.

Smartsheet automation for any use case

We give business users across the organization in marketing, sales, IT, product, HR, and many more the power to build custom Smartsheet automation. Our library of native integrations, data helpers, and custom logic operators lets you automate your project management to your exact business needs and specifications.

The Tray Platform can integrate and automate Smartsheet with any of your favorite tools, such as your CRM, helpdesk, work management software, ERP, collaboration tools, and many more. Since our platform integrates applications at the API level, you can easily execute a limitless variety of operations for any tool in your tech stack based on any custom trigger you choose. As a result, you can then connect each operation into custom, multi-step workflows that make your project management faster and more efficient than ever before.

Now, you can deliver any project in any department on time and on budget with automation that unifies important data across all your most important tools. Elevate sale projects by auto-updating follow-up sales activities in real time across the sales cycle. Improve customer support projects and speed up issue resolution by bi-directionally syncing incident tickets across your helpdesk and Smartsheet platform. Scale your project management faster and further with our platform’s custom automation.

Tray Embedded enables teams to scale and increase retention

Next-level Smartsheet use cases

As easy as the low-code Tray Platform is to utilize, technical users also rely on us to run heavy-duty data jobs that handle billions of events daily. Also, we’re built on elastic, serverless architecture, so no matter how your data needs change over time, we scale with you.

Need to dynamically sync Smartsheet with your data warehouse to dynamically track changes to important internal databases, such as provisioning employee access to various software tools? Need to kickoff follow-up activities for Smartsheet projects, such as integrated marketing launches, pre-sales requests, onboarding plans, product roadmaps, and more? The Tray Platform can automate any use case, since we also integrate with other tools such as Salesforce, Jira, Slack, NetSuite, Zendesk, ServiceNow, HubSpot, Tableau, DocuSign, Confluence, Power BI, and many others.

We offer enterprise-grade security and that’s why security professionals trust us. Our platform is SOC 2 Type 2-certified and is fully compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.