Can I filter which deals create tasks in Smartsheet?

Yes, you can filter deals to create tasks based on criteria such as deal stage or expected close date.

Can I set task details and due dates in Smartsheet?

Yes, you can set task details and due dates in Smartsheet based on the deal information from HubSpot.

Which people use this automation? What do they use it for?

Sales teams and project managers use this automation to ensure no deal is overlooked by converting them into actionable tasks in Smartsheet.

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HubSpot + Smartsheet

Create Smartsheet Tasks for New HubSpot Deals

Ensure that every new deal created in HubSpot generates a corresponding task in Smartsheet. This helps your team stay on top of new opportunities and follow-up actions.

New HubSpot Deal

Identifies when a fresh deal gets added in HubSpot, keeping your sales pipeline updated.

Create Smartsheet Task

Automatically generates a corresponding task in Smartsheet, ensuring every deal is followed up promptly.

See more HubSpot to Smartsheet integrations or use AI to customize your automation.

or pick a common variation below

Add New HubSpot Contacts to Smartsheet

HubSpot + Smartsheet

Update Smartsheet with HubSpot Deal Changes

HubSpot + Smartsheet

Log HubSpot Email Engagements in Smartsheet

HubSpot + Smartsheet

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Smartsheet tasks for new HubSpot deals"

Create Smartsheet tasks for new HubSpot deals

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Smartsheet.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Smartsheet

Smartsheet is a work execution platform for managing and automating collaborative work. Create and update sheets, automate workflows, and collaborate on projects at scale.