Smartsheet + Vitally Integration
Connecting Smartsheet (productivity) and Vitally (crm) reduces the gap between productivity and crm in your team's daily workflow. There's no native connector, but both tools work with Zapier and Make — the workflow below covers the fastest path.
Integration Status
Via automation platform
No direct native connector between Smartsheet and Vitally, but both tools support Zapier and Make. Most PM workflows can be replicated with a few zaps.
What teams use this integration for
Turn customer requests into features
When a deal or support ticket in Vitally surfaces a feature request, push it straight to Smartsheet with customer and ARR context attached. Product teams get better signal about which requests have commercial weight.
Notify sales when features ship
Close the loop from roadmap to revenue: when a Smartsheet epic ships, automatically update the linked Vitally deal or trigger a customer notification sequence.
Sync status automatically
When work progresses in Smartsheet, reflect that change in Vitally automatically — reducing manual status updates and keeping stakeholders informed without extra effort.
Centralise team notifications
Route Smartsheet activity — new comments, assignments, and status changes — into Vitally so your team stays informed in the tool they already have open.
How to set it up
- In Smartsheet settings, check the Integrations section for a direct Vitally connector (Smartsheet supports 20+ native integrations — Vitally may be listed).
- If no native connector exists, open Zapier or Make and search for both Smartsheet and Vitally. Both tools are likely available as triggers and actions.
- Choose your trigger: a common starting point is "New task in Smartsheet" triggering an action in Vitally, or vice versa. Start with one automation before building a full workflow.
- Connect and authorise both accounts in the automation platform. Use accounts with the right workspace permissions — read access isn't enough for write actions.
- Run a test with a live item. Check that data maps correctly (task titles, assignees, due dates) and adjust field mappings before activating for the team.