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.
New CRM Case
Triggers when a new case is added to Zoho CRM.
Create Task
Adds a new task in Smartsheet for the case.
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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"
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.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Smartsheet + Zoho CRM.
New Smartsheet Row
Triggers when a new row is added to a Smartsheet
Updated Smartsheet Row
Triggers when a row is updated in a Smartsheet
New Smartsheet Sheet
Triggers when a new sheet is created in Smartsheet
New Smartsheet Comment
Triggers when a new comment is added to a Smartsheet row
New Smartsheet Attachment
Triggers when a new attachment is added to a Smartsheet row
New Smartsheet Discussion
Triggers when a new discussion is started in a Smartsheet
New Smartsheet User
Triggers when a new user is added to Smartsheet
New Smartsheet Workspace
Triggers when a new workspace is created in Smartsheet
Create Smartsheet Row
Creates a new row in a Smartsheet
Update Smartsheet Row
Updates an existing row in a Smartsheet
Delete Smartsheet Row
Deletes a row from a Smartsheet
Create Smartsheet Sheet
Creates a new sheet in Smartsheet
App details
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.
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.
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