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How to connect Kommo and Smartsheet
Create a New Scenario to Connect Kommo and Smartsheet
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Smartsheet will be your first step. To do this, click "Choose an app," find Kommo or Smartsheet, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Smartsheet Node
Next, click the plus (+) icon on the Kommo node, select Smartsheet from the list of available apps, and choose the action you need from the list of nodes within Smartsheet.
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Authenticate Smartsheet
Now, click the Smartsheet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smartsheet settings. Authentication allows you to use Smartsheet through Latenode.
Configure the Kommo and Smartsheet Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Kommo and Smartsheet Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Kommo, Smartsheet, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Kommo and Smartsheet integration works as expected. Depending on your setup, data should flow between Kommo and Smartsheet (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Kommo and Smartsheet
Kommo + Smartsheet + Slack: When a deal reaches the 'Closed Won' stage in Kommo, update a Smartsheet row with the deal details for reporting purposes and notify a specified Slack channel about the closed deal.
Smartsheet + Kommo + Google Sheets: When a new row is added to a Smartsheet, update the deal stage in Kommo based on the Smartsheet data and add the relevant information to a Google Sheet for tracking and analysis.
Kommo and Smartsheet integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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About Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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See how Latenode works
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FAQ Kommo and Smartsheet
How can I connect my Kommo account to Smartsheet using Latenode?
To connect your Kommo account to Smartsheet on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Smartsheet with new Kommo leads?
Yes, you can! Latenode's visual editor makes it simple to trigger Smartsheet updates when new leads are created in Kommo, ensuring your data is always in sync for better reporting.
What types of tasks can I perform by integrating Kommo with Smartsheet?
Integrating Kommo with Smartsheet allows you to perform various tasks, including:
- Creating new Smartsheet rows from new Kommo leads.
- Updating Kommo contact details based on Smartsheet changes.
- Automatically generating reports in Smartsheet from Kommo data.
- Tracking deal progress in Smartsheet based on Kommo pipeline stages.
- Synchronizing Kommo tasks with Smartsheet project timelines.
Can I use JavaScript within my Kommo + Smartsheet automations?
Absolutely! Latenode lets you add custom JavaScript code for advanced data transformations within your Kommo and Smartsheet workflows.
Are there any limitations to the Kommo and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time synchronization depends on the API limits of both Kommo and Smartsheet.
- Initial setup requires understanding of Kommo and Smartsheet data structures.
