Smartsheet is a cloud-based work management and collaboration platform that enables teams to plan, track, automate, and report on projects. Known for its versatile spreadsheet-like interface, Smartsheet simplifies project management, resource allocation, and workflow automation. It provides integrations with various tools and systems, making it ideal for organizations of all sizes looking to streamline processes and improve teamwork efficiency.

Business use cases

Automating Data Updates Across Systems

Frends can integrate Smartsheet with tools like CRM, ERP, or HR systems to automate the synchronization of data. For instance, when customer or project data is updated in a CRM or ERP, Frends can transfer this information to Smartsheet automatically, ensuring the sheets remain current. This eliminates manual updates and reduces the risk of data discrepancies.

Streamlining Task and Project Management

By integrating Smartsheet with task management tools such as Jira, Asana, or Microsoft Planner using Frends, businesses can streamline project workflows. For example, Frends can automate the creation and updating of Smartsheet tasks based on changes in these tools. This provides a unified view of task progress and project status across different platforms.

Automating Approval Workflows

Frends can facilitate approval workflows by integrating Smartsheet with business systems like SharePoint or accounting software. For example, when a budget or project proposal is submitted in Smartsheet, Frends can trigger emails or Slack notifications for approval. Once the approver takes action, Frends updates the Smartsheet, notifies stakeholders, and moves the workflow forward.

Generating Reports and Dashboards

Frends can extract data from Smartsheet and integrate it with business intelligence (BI) tools such as Tableau, Power BI, or Google Data Studio. For instance, Frends can automate the transfer of Smartsheet data, such as project timelines or resource usage, into dashboards for visual reporting. This allows teams to gain deeper insights into project performance and resource planning.

Syncing Time Tracking and Resource Allocation

Frends can integrate Smartsheet with time-tracking systems to automate resource management workflows. For example, when employees log hours in a time-tracking tool, Frends can transfer the data into Smartsheet to update project timelines or calculate resource usage. This ensures accurate tracking and better resource allocation.

Managing Event Planning and Registrations

Frends can connect Smartsheet with event management systems or web forms to automate attendee registration and event planning workflows. For example, attendee data collected via web forms can be directly updated into a Smartsheet. Frends can also send automated notifications or invitations to attendees, streamlining the event organization process.

Streamlining Marketing Campaign Management

By integrating Smartsheet with marketing tools like HubSpot or Marketo, Frends can automate the management of marketing campaigns. Campaign data such as budget, tasks, and timelines from Smartsheet can be synced with marketing platforms. Similarly, updates or lead information from marketing tools can be sent back to Smartsheet, ensuring smooth collaboration between marketing and project teams.

Enabling Vendor and Purchase Order Management

Frends can connect Smartsheet with procurement tools or ERP systems to simplify vendor and purchase order management. For example, purchase orders created or updated in an ERP system can be automatically reflected in Smartsheet. Frends can also notify procurement teams via email or Slack when key order statuses change, improving communication and tracking.

Automating Risk and Issue Management

Frends can integrate Smartsheet with risk management or data analysis tools to streamline issue tracking. For instance, Frends can extract risk data from Smartsheet and push it to analytical platforms, alerting stakeholders about potential risks. Conversely, identified issues from other systems can be automatically added as tasks in Smartsheet to ensure they are addressed in project workflows.

Facilitating Real-Time Notification Systems

Frends can trigger real-time notifications by integrating Smartsheet with communication tools such as Slack, Microsoft Teams, or email services. For example, when a task status changes, a project milestone is completed, or an urgent update is added in Smartsheet, teams can receive instant notifications to keep everyone informed and aligned with project progress.