Microsoft Sharepoint and Smartsheet integration + automation

Craft and launch robust automated workflows to get the absolute most out of your spreadsheet software. We offer a full suite of pre-built connectors, data helpers, and custom logic operators so you can create fully customized Sharepoint + Smartsheet automation that fits your unique business needs.

Anyone in sales, marketing, HR, finance, IT, revenue operations, business operations, or any other team can quickly and easily stand up flexible Smartsheet + Sharepoint automation. Deeply connect Sharepoint, Smartsheet, and any of your favorite tools, including your marketing automation platform, customer data platform, HR suite, helpdesk, intranet, internal chat tool, project management tools, and more.

Anything is possible with the Tray Platform. You can accelerate issue resolution by tracking issues in Sharepoint and syncing issue records with important data logged in Smartsheet. Or, you can collate spreadsheet data from multiple tools and channels to analyze in your business intelligence software.

You can easily scale any sophisticated process or workflow because of our elastic, serverless architecture, regardless of how your data usage changes. Power users love the Tray Platform’s ability to manage large-scale data projects pushing billions of records daily. We can connect any tool, including Salesforce, ServiceNow, Jira, Netsuite, Google Calendar, Asana, Power BI, WordPress, and more.

Boost collaboration to rapidly scale any business-critical process with advanced Sharepoint + Smartsheet use cases. Need to supercharge sales productivity by uploading and sharing multiple lead list spreadsheets from various sources and campaigns, creating net-new records, or updating existing records as applicable? Need to always ensure your data is up to date by automatically deduping records on a regular schedule? The Tray Platform’s flexibility and scalability let you do it all.

Thanks to our SOC 2 Type 2 certification, and our compliance with key data privacy regulations such as CCPA, GDPR, and HIPAA, IT and security leaders trust us with even their most sensitive data.