Connect Smartsheet and your
CRM
& MORE
FINANCIAL DATA
MARKETING PLANS
TICKETING SYTEM
DEV OPS TASKS
Why Choose Unite?
Automated, Bi-Directional Data Synchronization
Keep your data accurate and up-to-date across all integrated systems, without manual effort wasted on tracking and reporting data.
Intuitive No-Code Integration Experience
Build powerful integrations with ease—no technical expertise required. If you can build a Smartsheet automation you can create an integration in Unite!
Save Time with Streamlined Cross-System Workflows
Automate tracking, reporting, and data flow between teams and tools to get time back on strategic tasks and initiatives.
Enterprise-Grade Security and Scalability
Ensure robust data security and scalability to meet the needs of growing teams and complex projects. Your data is not logged or stored by Unite.
Flexible Visualization in Smartsheet
Create customizable Smartsheet solutions, views, reports, and dashboards that power your collaborative work management processes.
Key Features
Over 100 Available Integrations
Choose from a variety of CRM, Accounting, ATS, Ticketing, Marketing, and HR systems available in the Unite marketplace
Scale with Smartsheet Control Center
Easily manage large-scale projects and automate integration of data to and from SCC provisioned sheets.
Bi-Directional Data Flow Mapping
Keep your data synchronized in both directions by choosing which system new records can originate from as well as which fields/columns can flow bi-directionally between both systems.
Data Security and Control
Protect sensitive information with built-in security protocols that ensure only allowable data is accessed, integrated, and never stored by Unite.
How It Works
Sign In​
To get started, go to the Unite log in screen and sign in using your Smartsheet credentials. Unite will then check your Smartsheet licensing and permissions to to allow you to create integrated sheets directly from the app. Alternatively, you can choose pre-existing Smartsheet sheets and connect integrated data to them.
Select your System and Authenticate
Browse the list of available systems or search for your specific system. Once you have found the specific system you want to connect with, proceed through the sign-in menu for that application. The data you can integrate into/out of this system depends on the account you use to sign in.
Create Your Workflow
Connect your data to your Smartsheet solution by stepping through the workflow builder. You will configure the specific data to integrate, sync frequency column mapping, filters, and finalize key settings to save your workflow. The majority of these settings can be updated as your solution evolves!
Collaborate
Now that your data is synchronized between Smartsheet and your chosen system, you can take advantage of Smartsheet's capabilities to automate workflows, generate reports, and summarize important data on dashboards. How will you innovate with Smartsheet as your automation engine?
See Unite in Action Here
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Product Manager to lead our SoftwareX Product StudioAs an ideal candidate, you will have a keen eye for gaps in SaaS product offerings and the innovative mindset to fill them. You’re a highly skilled market analyst with a proven ability to strategize the full lifecycle of product production — from conception through release. You may already be a confident leader who has experience guiding cross-functional teams in the successful creation of products that improve consumer experience and grow market share. Objectives of this Role Drive the product and business-planning process across cross-functional teams of the company Analyze customer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective Assess current competitor offerings, seeking opportunities for differentiation Analyze product requirements and develop appropriate programs to ensure they’re successful achieved Develop, implement, and maintain production timelines across multiple products Appraise new product ideas and strategize appropriate go-to-market plans Daily and Monthly Responsibilities Drive the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch Translate product strategy into detailed requirements for prototype construction and final product development by engineering teams Create product strategy documents that describe business cases, high-level use cases, technical requirements, revenue, and ROI Analyze market data to develop sales strategies, and define product objectives for effective marketing communications plans Collaborate closely with Sales, Consulting, and development on the development, QA, and release of products and balance of resources to ensure success for the entire organization Develop product positioning and messaging that differentiates SoftwareX and its features across primary market segments Skills & Qualifications: 8+ years of direct Smartsheet building experience 2-3 years of product management experience Bachelor’s degree in product design or engineering Strong experience in a dynamic product management role Proven experience overseeing all elements of the product development lifecycle Highly effective cross-functional team management Previous experience delivering finely-tuned product marketing strategies Exceptional writing and editing skills combined with strong presentation and public speaking skills Apply Today! Click Here to Apply