PieSync integrates Smartsheet with Efficy CRM for an automatic 2-way contacts sync. Every time you add or update a contact in Smartsheet, it is automatically synced with Efficy CRM, and vice versa - eliminating import/export!
Syncing Smartsheet with Efficy CRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Smartsheet with Efficy CRM.
More connections with Smartsheet and Efficy CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Smartsheet is an intuitive spreadsheet-like app that is used broadly to track and manage diverse types of work including: team projects and task lists, customer information, sales pipelines, event schedules, and business processes.
Efficy CRM enables you to centralize your customer data and provide access only to authorized personnel. Use document management, data visualization and analysis, collaborative project management, and other features to streamline projects and improve efficiency.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.