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Smartsheet for email management via Zapier

Jennie Robertson
Jennie Robertson ✭
edited 12/09/19 inArchived 2016 Posts

I would love to start a dialogue with anyone using Smartsheet as a case-management/CRM/email tracking tool. We will be moving to a true case management tool later this year, but in the meantime...we created a Smartsheet and are using Zapier to forward emails to create a line in the sheet.

Trying to figure out the most effective way (fewest clicks) to respond from the sheet, or use Smartsheet somehow to log/track the conversation. Using Row Actions > Send or Send Update Request is not ideal b/c I don't want to include every column, but also don't want to have to click/unclick columns for every communication. Also, from what I can tell, the subject line and message are cannot be saved so I'd have to change those each time.

Using email for the communication but copying the Zapier email adress would create a new line for each exchange, as far as I can tell...I'd like to keep the dialogue in one thread.

Any suggestions would be helpful, or anyone willing to chat about it as well.

Thanks in advance!

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In that case, remove the quotes from around the year within the formula.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":110029,"type":"question","name":"Automated Sort in Sheet","excerpt":"Is it possible to create an automation that sorts the rows automatically when changes are saved? For example, if my sheet is sorted by Column \"Stage\" Numerically Increasing, and I insert a row, fill it in, and save it, I want the sheet to re-sort to incorporate that added row in its proper location. Thank you!","snippet":"Is it possible to create an automation that sorts the rows automatically when changes are saved? For example, if my sheet is sorted by Column \"Stage\" Numerically Increasing, and I…","categoryID":321,"dateInserted":"2023-09-08T15:45:58+00:00","dateUpdated":null,"dateLastComment":"2023-09-08T17:43:55+00:00","insertUserID":141003,"insertUser":{"userID":141003,"name":"Christina England","title":"Proposal Development Manager","url":"https:\/\/community.smartsheet.com\/profile\/Christina%20England","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!DQDfw8qezxQ!xCNecRat6Ho!9K7TK-r_iiH","dateLastActive":"2023-09-08T17:47:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-09-08T19:01:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":26,"score":null,"hot":3388383593,"url":"https:\/\/community.smartsheet.com\/discussion\/110029\/automated-sort-in-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110029\/automated-sort-in-sheet","format":"Rich","tagIDs":[219,281,319,334],"lastPost":{"discussionID":110029,"commentID":394627,"name":"Re: Automated Sort in Sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/394627#Comment_394627","dateInserted":"2023-09-08T17:43:55+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-09-08T19:01:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-08T17:47:52+00:00","dateAnswered":"2023-09-08T17:43:55+00:00","acceptedAnswers":[{"commentID":394627,"body":"

There is no way to do this within a Sheet. You can however use a report which does auto-sort and a form to add new rows with both placed on a dashboard.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"sheets","name":"Sheets"},{"tagID":281,"urlcode":"support","name":"Support"},{"tagID":319,"urlcode":"functionality","name":"functionality"},{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":110030,"type":"question","name":"Can I link a Smartsheet cell to a cell in Excel?","excerpt":"Is there a way to make links from Smartsheet to and Excel file? If so what is the best way to do this?","snippet":"Is there a way to make links from Smartsheet to and Excel file? If so what is the best way to do this?","categoryID":321,"dateInserted":"2023-09-08T15:52:24+00:00","dateUpdated":"2023-09-08T23:07:48+00:00","dateLastComment":"2023-09-08T16:10:46+00:00","insertUserID":145691,"insertUser":{"userID":145691,"name":"Nate420","url":"https:\/\/community.smartsheet.com\/profile\/Nate420","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ZN1fGUANZiQ!5ElfOfBnaTw!XyXkILiTufF","dateLastActive":"2023-09-08T16:56:46+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":166028,"lastUserID":129776,"lastUser":{"userID":129776,"name":"Martha Hemingway","url":"https:\/\/community.smartsheet.com\/profile\/Martha%20Hemingway","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!2nFf_7aM0no!bNvcG78tTH4!azW-bbp4QSU","dateLastActive":"2023-09-08T16:23:25+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":37,"score":null,"hot":3388378390,"url":"https:\/\/community.smartsheet.com\/discussion\/110030\/can-i-link-a-smartsheet-cell-to-a-cell-in-excel","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110030\/can-i-link-a-smartsheet-cell-to-a-cell-in-excel","format":"Rich","tagIDs":[334,445,472,531],"lastPost":{"discussionID":110030,"commentID":394610,"name":"Re: Can I link a Smartsheet cell to a cell in Excel?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/394610#Comment_394610","dateInserted":"2023-09-08T16:10:46+00:00","insertUserID":129776,"insertUser":{"userID":129776,"name":"Martha Hemingway","url":"https:\/\/community.smartsheet.com\/profile\/Martha%20Hemingway","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!2nFf_7aM0no!bNvcG78tTH4!azW-bbp4QSU","dateLastActive":"2023-09-08T16:23:25+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-08T16:57:35+00:00","dateAnswered":"2023-09-08T16:10:46+00:00","acceptedAnswers":[{"commentID":394610,"body":"

At first glance, I'm not quite entirely sure that's possible. If you had your \"excel file\" data in a separate smartsheet, you could easily link them. <\/p>

Which direction are you wanting to link? Smartsheet cell update the corresponding excel file cell? Or have your smartsheet updated when the excel file is updated? <\/p>


<\/p>

If it's helpful any, I have a current solution where we utilize Data Shuttle that will take the excel file and once attached to the Smartsheet, will update how I have mapped. Perhaps DataShuttle could be of use for you? Note - it is a premium application so if your organization does not have it, I would suggest looking into it. There is a good bit of training available on it as well.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":445,"urlcode":"importing-and-exporting","name":"Importing and Exporting"},{"tagID":472,"urlcode":"cell-linking","name":"Cell linking"},{"tagID":531,"urlcode":"links","name":"Links"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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