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?
FEATURES
Access Governance and Security Control
Gain precise control over user access and secure sensitive information within Smartsheet. Administrators authenticate permissions between systems, ensuring data integrity and confidentiality.
Intuitive Workflow Design and Data Mapping
The Workflow experience and features are designed to help users quickly create and customize sheets and solutions that meet their unique business needs. These features save time and effort by allowing users to map system fields to Smartsheet columns and configure data flow direction without the need to write or maintain any code. This helps users to standardize their templates, reduce manual work, and automate data connectivity.
Streamlined Portfolio Management with Control Center Integration
The "Add Smartsheet Control Integration" feature automates data connectivity in Smartsheet at scale. When a Control Center blueprint provisions a sheet, the Connector can be easily configured to integrate relevant data for each project, eliminating the need for manual configuration every time a new sheet is created. With this feature, users can manage projects and portfolios with connected data, allowing them to stay on top of deadlines, budgets, and other important project metrics. Additionally, it provides real-time visibility and insights into the project status, enabling users to make better decisions and take proactive actions.
Automates Routine and Repetitive Tasks
Automation allows users to automate repetitive tasks and workflows, such as sending notifications, updating data, and generating reports. This capability helps users save time and effort, reduce manual errors, and streamline their project management process. It also ensures consistency and accuracy in the entire project management process, resulting in better decision-making and improved project outcomes.
Flexible Workflow Scheduling
Imagine that you have a bi-monthly backlog process where new tasks originate from ADO or a tracking process that needs data synchronized with Smartsheet in near real-time. With the SoftwareX Connector, you can automate your data to synchronize based on specific cadences, saving time and reducing the likelihood of errors in data entry and analysis.
Customizable Dashboards and Reports
Leverage Smartsheet's customizable dashboards and resource management views to gain comprehensive insights into your product development processes. Easily visualize project status, resource allocation, and key metrics, empowering your team to make data-driven decisions and optimize performance across your entire product portfolio.
Advanced Workflow Logs
The Smartsheet Azure DevOps Connector provides advanced workflow logs, which allow teams to track data changes and gain insights into the data transfer process. This enhances transparency and accountability, making it easier to identify and resolve issues.
