Smartsheet Integration

Smartsheet is a powerful work management and collaboration platform used by teams to plan projects, assign tasks, manage workflows, and track progress in a spreadsheet-style interface.

While Smartsheet excels at managing work, the data that feeds Smartsheet often originates from multiple systems such as forms, spreadsheets, reporting tools, Google Workspace apps, and external business applications.

To unlock the full potential of Smartsheet, organizations need seamless integration and intelligent automation across their ecosystem.

Jivrus Technologies enables this through its suite of integration and automation products designed to connect Smartsheet with Google Workspace, Looker Studio, and hundreds of external applications.

Integration connects multiple systems so they work together seamlessly, enabling real-time data exchange and unified operations.
Automation uses technology to execute workflows with minimal manual effort, reducing errors and accelerating processes.

Together, integration and automation help businesses:

• Eliminate repetitive manual updates

• Ensure real-time data consistency

• Improve collaboration across teams

• Enable reporting and visibility

• Scale project and work management operations
  
  

Jivrus Technologies specializes in intelligent integration and hyper-automation, enabling Smartsheet to seamlessly work with Google Workspace, Looker Studio, and external applications through its powerful suite of products. 

Businesses use applications across categories such as Google Workspace, Storage, CRM, Accounting, Productivity, Ticketing, Marketing, Payments, Communication, Legal, Content Management, Social Media, and other premium platforms. When these systems work in isolation, data becomes fragmented, and workflows slow down.

Integration and automation connect these applications into a unified ecosystem, enabling seamless data flow and consistent information across platforms.

In productivity and work management platforms like Smartsheet, data typically comes from:

• Data collection forms

• Spreadsheets used by teams

• Reporting and analytics tools

• Communication platforms

• External business systems
  
  

Without integration, teams manually copy data between systems. Without automation, teams repeatedly update sheets, tasks, and reports.

This leads to delays, errors, and inefficiencies.

A productivity system becomes truly powerful when it is deeply connected to the rest of the business tools.

Integrating Smartsheet with various applications can significantly enhance business operations. However, acquiring individual licenses for each department, like Marketing, Sales, Operations, etc., can become costly.
Jivrus Technologies offers a suite of products that provide cost-effective solutions for integrating Salesforce with other platforms, reducing the need for multiple licenses. 

Challenges with Multiple Licenses 

Smartsheet pricing structure varies across its different hubs, with plans starting at $19 per user per month and reaching up to very high per user per month for enterprise-level features.

When businesses require integrations with multiple applications, purchasing separate licenses for each can lead to substantial expenses. 

Jivrus Technologies provides products that facilitate seamless integration between Smartsheet and other platforms without the need for multiple licenses 

Benefits of Using Jivrus Technologies' Products 

By utilizing these products, businesses can:

• Reduce Licensing Costs: Eliminate the need for multiple licenses by using a single integration tool to connect Smartsheet with various applications.

• Streamline Operations: Manage data flow efficiently between platforms, enhancing productivity.

• Customize Integrations: Tailor data interactions to specific business needs without incurring additional licensing fees.

In summary, while integrating Smartsheet with multiple applications traditionally requires separate licenses, Jivrus Technologies offers cost-effective solutions that simplify this process, helping businesses optimize their software investments. 

Business Scenario

Teams use Google Forms to collect requests, including project intakes, support tickets, vendor registrations, employee requests, event registrations, and issue reports. After collecting responses, someone manually enters the data into Smartsheet to track and manage the work.

This manual step delays execution and introduces errors.

How Automation Helps

Form Director connects Google Forms directly with Smartsheet. Every form submission automatically creates a new row in the designated Smartsheet with mapped fields.

What Gets Automated

• Row creation in Smartsheet on form submission

• Field-to-column mapping

• File attachments from Forms added to Smartsheet

• Email notifications to stakeholders

• Conditional row creation based on responses
  
  

Business Impact

• Zero manual data entry

• Faster request-to-action cycle

• Accurate and structured work tracking

• Improved team responsiveness

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Business Scenario

Operations teams need to update hundreds of rows in Smartsheet, clean data, perform analysis, or prepare bulk updates. Exporting and importing CSV files repeatedly is inefficient and risky.

How Automation Helps

Sheet Director provides bi-directional synchronization between Google Sheets and Smartsheet, allowing teams to work in a familiar spreadsheet environment while keeping Smartsheet up to date.

What Gets Automated

• Pull Smartsheet data into Google Sheets (Query)

• Bulk update rows in Sheets and push to Smartsheet (Post)

• Continuous synchronization (Sync)

• Scheduled updates
  
  

Business Impact

• Simplified bulk operations

• Reduced risk of data corruption

• Faster data cleanup and updates

• Higher productivity for ops teams

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Business Scenario

Managers need visibility into project progress, task status, team workload, and timelines. Creating reports manually from Smartsheet is time-consuming.

How Automation Helps

The Smartsheet Looker Studio Connector turns Smartsheet Sheets and Reports into live dashboard data sources.

What Gets Automated

• Automatic dashboard data refresh

• Use of Sheets/Reports as live sources

• Date filters, calculated fields, metrics

• Shareable dashboards for teams and leadership
  
  

Business Impact

• Real-time decision-making

• No manual reporting

• Clear project visibility

• Data-driven management

Business Scenario

Smartsheet is used to track work, but related information exists in CRM, accounting, marketing, and databases.

How Automation Helps

AppiWorks connects Smartsheet with all these systems to make it an operational hub.

What Gets Automated

• Data exchange between Smartsheet and CRM/accounting tools

• Contextual data visibility

• Automated updates across systems
  
  

Business Impact

• Smartsheet becomes a central work engine

• Elimination of data silos

• Fully connected operations

Business Scenario

Users frequently switch between Gmail, Google Sheets, Docs, and Smartsheet to perform routine tasks.

How Automation Helps

AppiWorks Google Workspace Add-on allows users to interact with Smartsheet directly from Google apps.

What Gets Automated

• Access Smartsheet data inside Gmail/Sheets/Docs

• Trigger actions in Smartsheet from Google Workspace

• Update or fetch data without context switching
  
  

Business Impact

• Reduced app switching

• Faster task execution

• Improved productivity

Business Scenario

Organizations use multiple systems along with Smartsheet and want unified dashboards combining data from all sources.

How Automation Helps

AppiWorks Looker Studio Connector allows Smartsheet and other applications to feed data into a single Looker Studio dashboard.

What Gets Automated

• Multi-source data reporting

• Unified dashboards

• Live data from Smartsheet and other apps
  
  

Business Impact

• Single source of truth for reporting

• Better executive insights

• Cross-functional visibility