It would be great to have an option to include a two way sync for deals when using the SmartSheet Integration.
Yes! We need this too!
Agree that syncing Deals with Smartsheet would be great, as we use Smartsheet for Project Management.
As a workaround you can copy data from a Deal to the Contact record, and then use the Contact sync option (Involves multiple workflows to achieve this).
However, this only works if you have one Deal per Contact. If you have multiple Deals, then the integration will have errors, or the wrong data will sync.
HubSpot - Please add Deals to the Smartsheet Integration, and please ensure that the Deal Record/ID is used as the identifier, as this is unique to each deal.
@WRumph Thanks for upvoting
@sejal_parikh FYI
Hello All,
I’ve just discovered Unito, this seems to solve my issue: https://unito.io/integrations/hubspot-smartsheet/
we could use this too - our implementations team that implements our deals uses Smartsheet to manage their implementations. It would be great to feed Smartsheet deal information and to be able to write back go live or 1st billing date to help us drive our forecasting calculations. Any ideas to help us accomplish this? on the write back to HubSpot part, if we cannot do it via an automated integration, since we send notifications out of smartsheet, is it possible that at a minimum a notification can be sent back to hubspot to potentially create a task to update the deal with that information?