Smartsheet

Use Flowgear's pre-built connector to integrate with Smartsheet

Unlock the true capabilities of Smartsheet

Smartsheet streamlines collaborative work management & automation for growing organizations.
Flowgear integrates Smartsheet with ERP, finance, marketing, and support platforms – syncing data in real time, eliminating manual work, and giving every team a single source of truth.

Use the Flowgear platform to increase your productivity and profitability while delivering customer excellence!

Popular examples and use cases

Share Data Across The Entire Organization with a Single Source of Truth

Centralize Core Data

Synchronize customers, orders, inventory, and financial records so every platform reflects the same real‑time facts.

Eliminate Duplicate Entry

A change captured in one system is instantly propagated everywhere else, freeing staff from copy‑paste work.

Live Analytics

Stream cleaned data into BI tools the moment it is created so leaders work with live metrics.

Sales

Unified Customer Insights

Data from Smartsheet merges with CRM so reps work from complete, real‑time context.

Automated Follow‑Up Triggers

Key events in Smartsheet generate tasks, reminders, or quotes automatically.

Accurate Forecasting

Live Smartsheet metrics feed dashboards for better revenue predictions.

Marketing

Campaign Target Refinement

Smartsheet segmentation data syncs to automation tools for sharper targeting.

Closed‑Loop Attribution

Conversions captured in Smartsheet push ROI metrics back to campaigns.

Behaviour‑Based Journeys

Updates in Smartsheet trigger personalised nurture workflows.

Finance

Real‑Time Revenue Posting

Transactions in Smartsheet create or reconcile invoices automatically.

Expense Oversight

Spend or cost data in Smartsheet rolls into finance dashboards instantly.

Compliance & Audit Trail

Bidirectional sync keeps financial records consistent across systems.

E‑commerce

Product & Order Sync

Smartsheet updates catalogue and order status across storefronts in real time.

Personalised Cross‑Sell

Purchase history in Smartsheet feeds recommendation engines.

Unified Customer Profile

Web orders and support data combine for seamless omnichannel experiences.

Warehouse Management

Inventory Accuracy

Smartsheet stock levels update WMS and ERP instantly to prevent oversell.

Pick‑Pack Automation

Smartsheet orders auto‑generate pick lists and labels.

Demand Planning Insight

Sales forecasts from Smartsheet inform re‑ordering.

Customer Support

360° Case Context

Agents see Smartsheet data inside tickets, slashing resolution times.

Proactive Service Alerts

Critical changes in Smartsheet automatically open support cases.

Renewal & Upsell Signals

Usage or success metrics in Smartsheet trigger retention workflows.

Human Resources

Unified Hiring Pipeline

Recruiting or project roles in Smartsheet surface in HR dashboards.

Onboarding Task Automation

New team members in Smartsheet spawn IT and facilities checklists.

Headcount Forecasting

Project demand or growth metrics in Smartsheet guide workforce plans.

Manufacturing

Production Scheduling

Sales or demand signals from Smartsheet update MES schedules.

Quality Traceability

Serial numbers and issue data from Smartsheet link back to products.

Capacity Balancing Alerts

Backlog or utilization metrics in Smartsheet prevent bottlenecks.

Free Proof of Concept for your Smartsheet Integration

Not sure how the Smartsheet integration would work on your own systems? Test before you buy!

See the Smartsheet integration in action with our complimentary proof of concept. Register for our free trial and the Flowgear integration experts will build a free proof of concept workflow based on your own integration requirements. No credit card needed and no obligation! We’re happy to demonstrate how Flowgear’s enterprise-grade integration platform can be applied to your organization and how a single workflow can boost your productivity and profitability.

Frequently used with

Microsoft Dynamics 365 CRM

Microsoft Excel

Microsoft OneDrive Graph

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Flowgear - Workflows

Flowgear’s integration solutions are designed as workflows. A workflow is a visual representation of an integration task that is composed of a series of steps called nodes.

Intuitively build sophisticated workflows with our drag and drop visual designer, powerful logic functions and real-time processing.

Use our revolutionary DropPoints to gain instant secure access to all on-premise applications. Our collaboration tools increase productivity by enabling users to control asset versions and share resources.

Workflow example: How to Extract data from a SQL database

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