How to connect NoCRM and Smartsheet
Create a New Scenario to Connect NoCRM and Smartsheet
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Smartsheet will be your first step. To do this, click "Choose an app," find NoCRM or Smartsheet, and select the appropriate trigger to start the scenario.

Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.

NoCRM
Add the Smartsheet Node
Next, click the plus (+) icon on the NoCRM node, select Smartsheet from the list of available apps, and choose the action you need from the list of nodes within Smartsheet.

NoCRM
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Smartsheet

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 NoCRM 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 NoCRM 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 donβt 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.

JavaScript
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AI Anthropic Claude 3
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Smartsheet
Trigger on Webhook
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NoCRM
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring NoCRM, Smartsheet, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the NoCRM and Smartsheet integration works as expected. Depending on your setup, data should flow between NoCRM 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 NoCRM and Smartsheet
NoCRM + Smartsheet + Slack: When a lead's status is changed to 'Won' in NoCRM, a new project row is added to Smartsheet and a notification is sent to a Slack channel.
Smartsheet + NoCRM + Google Sheets: When a row is updated in Smartsheet, update the corresponding deal's amount and probability in NoCRM and track the changes by adding a row to a Google Sheet.
NoCRM and Smartsheet integration alternatives
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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
FAQ NoCRM and Smartsheet
How can I connect my NoCRM account to Smartsheet using Latenode?
To connect your NoCRM account to Smartsheet on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NoCRM and click on "Connect".
- Authenticate your NoCRM and Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Smartsheet with new NoCRM leads?
Yes, you can! Latenode lets you automate data sync between NoCRM and Smartsheet. This ensures your spreadsheets are updated in real time, offering better reporting and faster response times.
What types of tasks can I perform by integrating NoCRM with Smartsheet?
Integrating NoCRM with Smartsheet allows you to perform various tasks, including:
- Create new Smartsheet rows for each new qualified NoCRM lead.
- Update existing Smartsheet rows when a NoCRM deal status changes.
- Generate summary reports in Smartsheet from NoCRM sales data.
- Trigger NoCRM actions based on Smartsheet row updates.
- Sync NoCRM contact information with Smartsheet contact lists.
How secure is my NoCRM data when using Latenode integration?
Latenode employs enterprise-grade security measures. Your NoCRM and Smartsheet data is protected using encryption and secure authentication protocols.
Are there any limitations to the NoCRM and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits of NoCRM and Smartsheet APIs apply.
- Initial setup requires understanding of both app's data structures.