In today’s fast-paced business world, efficiency and automation are essential. Teams often juggle multiple platforms for project management, communication, data tracking, and customer relationship management (CRM).
Fortunately, Smartsheet’s wide range of integrations allows businesses to streamline their workflows and enhance productivity by connecting commonly used tools. From improving collaboration to automating data synchronisation, these integrations ensure that your team can focus on what matters most—completing tasks and achieving business goals without wasting time on manual processes.
Here are five essential Smartsheet integrations every business should leverage to save time and optimise operations.
Microsoft Office Smartsheet Integration
The Smartsheet-Microsoft Office integration is a game-changer for businesses, streamlining document management, scheduling, and communication by connecting familiar tools like Word, Excel, and Outlook directly into Smartsheet.
With Microsoft Office integration, businesses can sync Excel sheets into Smartsheet, turning static data into interactive project management tools. This is particularly useful for teams that already rely on Excel but need more collaborative capabilities. A case study on Microsoft’s website showed how companies using both tools together saved significant time by automating manual processes like data entry and project tracking.
For businesses that rely heavily on Excel for financial tracking or reporting, the integration with Smartsheet allows them to continue using the spreadsheets they’re familiar with while gaining the benefits of real-time collaboration and automated updates. This means less time spent updating spreadsheets manually and fewer errors from duplicated data.
By integrating Microsoft Office with Smartsheet, businesses can not only save time but also improve accuracy and collaboration across teams. It helps organisations leverage their existing tools while adding more powerful project management functionalities.
Google Workspace Smartsheet Integration
For businesses using Google Workspace (formerly G Suite), the Smartsheet integration brings together documents, spreadsheets, and project management in a seamless workflow, ensuring all updates are synchronised in real-time.
According to Google Cloud, businesses utilising Smartsheet with Google Workspace reported a significant reduction in administrative time, especially in managing documents across multiple teams. Google Workspace’s integration allows users to link Google Sheets directly into Smartsheet dashboards and manage permissions across Google Drive.
This integration is perfect for teams working remotely or spread across different locations, allowing them to collaborate on documents in real time without needing to switch platforms. Smartsheet acts as a centralised hub where documents from Google Docs, Sheets, and Drive are all accessible within project workflows, reducing the need to search across multiple platforms.
The integration between Google Workspace and Smartsheet ensures smooth collaboration and faster task completion, enabling teams to work more efficiently with tools they already use daily
Slack Smartsheet Integration
Smartsheet’s integration with Slack revolutionises communication for project management, making it easier for teams to track updates, respond to changes, and stay aligned without constant email threads.
A 2023 report from TechRadar highlighted that businesses using Smartsheet with Slack saw a 30% reduction in project delays caused by miscommunication. Smartsheet’s integration allows project updates to be pushed directly into relevant Slack channels, keeping everyone informed without requiring them to open the Smartsheet platform.
By linking Smartsheet with Slack, businesses can reduce time wasted on meetings and email follow-ups. Team members receive real-time notifications in Slack whenever there are changes in the project schedule or task completion, allowing for immediate responses and adjustments, thereby keeping projects on track.
This integration helps businesses save time by fostering a culture of instant communication and accountability, reducing project delays and improving team collaboration.
Jira Smartsheet Integration
For software development teams, the Smartsheet-Jira integration is essential for synchronising technical tasks with broader business objectives, helping align IT and management teams.
As documented by Atlassian, teams using both Jira and Smartsheet benefit from an organised workflow where technical progress is reported directly into project management dashboards. This integration allows data to be automatically pulled from Jira into Smartsheet, eliminating the need for manual updates and allowing non-technical teams to visualise progress through Smartsheet dashboards.
By automating the process of updating project status between Jira and Smartsheet, businesses can reduce the time spent reporting and manually synchronising systems. Technical teams can continue to work in Jira, while managers and stakeholders see real-time updates in Smartsheet, ensuring both teams stay aligned without extra administrative work.
This integration is ideal for businesses with complex technical projects, ensuring all teams are on the same page without duplicating efforts, significantly reducing project update delays
Salesforce Smartsheet Integration
For sales teams, the Smartsheet-Salesforce integration streamlines lead tracking, customer management, and project updates, ensuring smooth transitions from sales to project delivery.
Smartsheet’s integration with Salesforce allows data on leads, customer interactions, and sales performance to flow automatically into Smartsheet dashboards. Salesforce themselves have reported that this integration helps sales teams save an average of 10 hours per week by reducing the need for duplicate data entry.
By integrating Salesforce with Smartsheet, businesses can automate data transfers between their CRM and project management tools, ensuring that project managers are immediately aware of new sales or client requests. This reduces the chances of important details being missed and improves the efficiency of project handovers from sales to operations.
The Salesforce-Salesforce integration is particularly beneficial for businesses looking to streamline their sales and project management workflows, saving both time and improving customer satisfaction through smoother project initiation processes.
Conclusion
These five integrations — with Microsoft Office, Google Workspace, Slack, Jira, and Salesforce — enable businesses to optimise their workflows, save time, and boost efficiency. By connecting Smartsheet with the tools teams are already familiar with, companies can streamline project management processes, reduce manual data entry, and improve collaboration across departments.