Pipeliner's Smartsheet integration brings together CRM and project management. The integration provides three items:

  1. We automatically create a new Smartsheet sheet for your Pipeliner projects and also create all the columns for you in the new sheet.
  2. You control when Pipeliner opportunities are added to the Smartsheet sheet as a new Row based on your pipeline and stage. 
  3. Each time an opportunity is Updated, Saved, or Moved, the critical data is automatically updated in each cell from Pipeliner to Smartsheet.

PRE-REQUISITES: In order to use this integration, you will need to have a Pipeliner Cloud subscription and a Smartsheet account.

How to enable the Smartsheet integration in the Pipeliner Automation Hub

From the Admin Module, click on the "Automation Hub" Menu Item.
Find the "Smartsheet" integration ⤵

Click on the Smartsheet card and then “Request” to request activation of the integration for your space.

Smartsheet Configuration Settings

Once you have clicked on "Request", you will need to select from the following options in the "Configuration Settings" ⤵

Create a New Sheet in Smartsheet

Enter a name for the sheet that will be created in Smartsheet. This is the sheet that new Opportunities will be added to and existing rows updated when Opportunities in Pipeliner are updated.

Select Pipeline

Select the pipeline that holds the Opportunities you want to be added to the sheet.

Select Step

Select the sales step which acts as the trigger for creating a new row for the Opportunity in your sheet. Opportunities moved into this stage will be created in your sheet.

Create Smartsheet Authentication

When you’ve selected your configuration options, click on “Continue” and you will then be prompted to set up authentication for the integration. Click on “Authenticate” ⤵

Click on "New Authentication" ⤵

Use the suggested name or, particularly if you’re using more than one integration, change it to something more user-friendly e.g “Pipeliner › Smartsheet Integration” ⤵

You’ll need to follow the instructions below to generate your Smartsheet API Token and then paste it into the Token field.

Generating your Smartsheet API Token

Click on your Smartsheet account and select “Apps and Integrations” from the menu ⤵

Select the API tab and then click on “Generate new access token” ⤵

Give your token a name and then click on "OK" ⤵

Copy the token before clicking on "OK" ⤵

Now enter the copied token by pasting into the “Token” field in the Authentication set up ⤵

You’ll receive an onscreen message that the authentication has been successful and that Smartsheet is connected. Click on “Finish” ⤵

In the Automation Hub, the integration will now show as “Add Pending”. A member of our team will approve and, as soon as that is done, the integration will be running ⤵

How does it work?

Custom Field

Once only, immediately after set up and approval, the integration will add a new custom field to your Pipeliner Opportunities table ⤵

New Sheet in Smartsheet

A new sheet, with the name that you specified in the Configuration settings, will be added to Smartsheet ⤵

The sheet will have columns to match selected default "Pipeliner Opportunity" fields ⤵

Pipeliner Opportunity added to sheet ⤵

When an opportunity in your selected pipeline is moved (or qualified) into the step you chose in the Configuration options, a new row will be added to your sheet. The row will include the following columns

  • Opportunity Name
  • Primary Account Name
  • Primary Contact Name
  • Amount
  • Closing Date
  • Step Name
  • Step Percentage
  • Ranking
  • Pipeline
  • Opportunity URL
  • Owner Name
  • Sales Unit

Pipeliner Opportunity updates to sheet ⤵

When a Pipeliner Opportunity that is in your selected step is updated then all columns in the matching row of your sheet will be updated with the changed information:

  • Opportunity Name
  • Primary Account Name
  • Primary Contact Name
  • Amount
  • Closing Date
  • Step Name
  • Step Percentage
  • Ranking
  • Pipeline
  • Opportunity URL
  • Owner Name
  • Sales Unit
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