How can I filter for specific completed tasks?

DryMerge allows you to filter tasks based on specific criteria like task priority or due date. Specify your filter criteria, and DryMerge will handle the rest.

Can I use this with another project management tool instead of Smartsheet?

Yes, you can use this with another project management tool instead of Smartsheet. Just describe the changes you need to make, and DryMerge will adjust the automation accordingly.

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

This automation is popular among project managers who need to ensure their CRM data reflects completed tasks and project statuses.

Smartsheet + Zoho CRM

Create Zoho CRM Records for Completed Smartsheet Tasks

Ensure your CRM remains up-to-date by creating records in Zoho CRM for each completed task in Smartsheet. This automation is perfect for project managers who want to keep their tasks aligned with their customer database.

Task Completed

Triggers when a task is marked as completed in Smartsheet.

Create Zoho Record

Creates a new record in Zoho CRM for the completed task.

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

or pick a common variation below

Create Zoho CRM Tasks for Incomplete Smartsheet Rows

Smartsheet + Zoho CRM

Create Zoho CRM Leads from Smartsheet Contacts

Smartsheet + Zoho CRM

Create Zoho CRM Deals for New Opportunities in Smartsheet

Smartsheet + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Zoho CRM records for completed Smartsheet tasks"

Create Zoho CRM records for completed Smartsheet tasks

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 Smartsheet + Zoho CRM.

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

Create Zoho CRM Contact

Creates a new contact in Zoho CRM

Update Zoho CRM Contact

Updates an existing contact in Zoho CRM

Get Zoho CRM Contact

Retrieves details of a specific contact from Zoho CRM

Create Zoho CRM Account

Creates a new account in Zoho CRM

Update Zoho CRM Account

Updates an existing account in Zoho CRM

Get Zoho CRM Account

Retrieves details of a specific account from Zoho CRM

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.

Related apps

Google Sheets

Spreadsheet Management

Salesforce

Sales CRM

HubSpot

CRM Platform

Get Started with DryMerge

Start automating today.

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