Integrate and Automate with Smarter Business Processes

Here's a little something to contemplate while on holiday... how can I make my processes even more streamlined?

Answer: Integration & Automation

As the summer months roll around, weather or no weather, we begin to think about how we can take time out of our businesses without slowing the pace.

Smartsheet is an excellent ally at times like this – its superpower is automation and that’s what we’re focused on for our latest newsletter.

"The changes we’ve made have had a massive impact on the efficiency and accuracy of our internal processes, allowing us to continue growing and improving our company"

Lucy Taylor, Roadnight Taylor

Whether you’re setting up repeatable processes or reports, or linking together your various business platforms, Smartsheet is key to helping you find time to step away from the heart of your business.

Data flows seamlessly between the applications allowing you to trust that you have up-to-the-minute reports.

Read on for some examples of how to integrate with Smartsheet to automate your processes.

Link to a CRM

Are you using Salesforce, MS Dynamics or PipeDrive? The data in those tools are often duplicated in Smartsheet too.

People talk about a single source of truth, why not let us help you achieve that?

Link to a Finance App

Are you using Xero or a similar finance app? Wouldn't it be great to have a two way sync, allowing you to update either your finance tool or your Smartsheet knowing that the data will be updated in the other tool automatically?

Let SBP help you sync between Smartsheet and your finance tool, saving time and eradicating data input errors.

Link from Excel

Or maybe you have an ERP or database tool that exports to CSV or Excel formats. Don't waste time importing the data into new sheets and trying to move the data manually to where you need it.

Let us simply set up integration to systematically update straight from source.

Tell us your integration needs

Hours of administrative time have been liberated because routine tasks are now fully automated AND thanks to Smarter Dashboards 2.0, we now have visibility of our data in a way that we've not had before.

from an Integration & Automation Client

What did SBP do for us...?

Automation - a few of our popular apps for your consideration

Click on an image below to find out more

Smarter Dropdown List Manager

You can even use reports as the source to keep data active

Smarter Tools for System Admins

Global tools to audit and manage your whole environment

Smarter Launch Pad

Create templated solutions automatically

Smarter Accounts

Integrate with your Finance Tool using this great app

"I think that the ability you’ve given us to connect our ERP and other data systems into our Smartsheet environment allows us to share relevant information in a very timely manner and across multiple different platforms that aren’t easily accessible."

William Patton - EXTEX Engineered a command company

from an Integration & Automation .Gov Client

NOTE: SBP can implement integration & automation tools on Smartsheet US, Smartsheet EU AND Smartsheet .Gov licenses.

What can SBP do for you?

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