Smartsheet + Zoho CRM

Create Smartsheet Tasks for New Zoho CRM Cases

Ensure timely follow-ups by creating tasks in Smartsheet for every new case added to Zoho CRM. This automation helps customer support teams stay organized and responsive by keeping track of open cases.

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New CRM Case

Triggers when a new case is added to Zoho CRM.

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Create Task

Adds a new task in Smartsheet for the case.

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 Zoho CRM cases"

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Create Smartsheet tasks for new Zoho CRM cases

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.

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Smartsheet + Zoho CRM.

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Create Zoho CRM Task

Creates a new task in Zoho CRM

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Update Zoho CRM Task

Updates an existing task in Zoho CRM

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Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

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Create Zoho CRM Deal

Creates a new deal in Zoho CRM

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Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

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Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

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Create Zoho CRM Contact

Creates a new contact in Zoho CRM

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Update Zoho CRM Contact

Updates an existing contact in Zoho CRM

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Get Zoho CRM Contact

Retrieves details of a specific contact from Zoho CRM

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Create Zoho CRM Account

Creates a new account in Zoho CRM

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Update Zoho CRM Account

Updates an existing account in Zoho CRM

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Get Zoho CRM Account

Retrieves details of a specific account from Zoho CRM

App details

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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.

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Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

Related apps

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