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Book An AppointmentTriggers whenever a new attachment is added to a row.
Triggers every time a new comment is added.
Triggers whenever a new row is added.
Triggers every time a row is updated.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Adds a file attachment to a row.
Add a row to a sheet.
Duplicates row to another sheet.
Creates a copy of the specified Workspace.
Creates a Workspace.
Moves row to another sheet.
Send a row via email.
Share a sheet.
Share a workspace.
Refresh an existing row with new values. A row ID is required.
Create a contact.
Update an existing contact.
Triggers whenever a new attachment is added to a row.
Triggers every time a new comment is added.
Triggers whenever a new row is added.
Triggers every time a row is updated.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Adds a file attachment to a row.
Add a row to a sheet.
Duplicates row to another sheet.
Creates a copy of the specified Workspace.
Creates a Workspace.
Moves row to another sheet.
Send a row via email.
Share a sheet.
Share a workspace.
Refresh an existing row with new values. A row ID is required.
Create a contact.
Update an existing contact.
Choose Smartsheet as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select CloudTalk as the action app from the list.
Connect your CloudTalk account & authenticate it.
Select the data you want to send from Smartsheet to CloudTalk & your AI Agent is ready!
Updated Row
Update Contact
Updated Row
Create Contact
New Attachment
Create Contact
New Attachment
Update Contact
New Row
Create Contact
Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.
CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
The integration between Smartsheet and CloudTalk is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Smartsheet with CloudTalk, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Smartsheet-CloudTalk integration:
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