by Billy Allocca | February 3, 2025

Only in CData Connect Cloud: Unlock Smartsheet Connectivity with Scheduled Queries

Smartsheet Connectivity with Scheduled Queries

Smartsheet has changed the way teams plan, track, and manage projects. Yet, for many users connecting Smartsheet to a broad range of data sources and keeping it up-to-date with live information remains a challenge. Users wishing to sync or append details from other systems automatically to their tasks or projects would have to do so manually.

The new scheduled queries feature in CData Connect Cloud unlocks powerful connectivity into Smartsheet, enabling users to automate the flow of data into their Smartsheet projects. This capability allows users to create smoother workflows, eliminate manual data updates, and focus on projects with all the relevant details now synced into one place.

A game-changer for Smartsheet users

Limited data connectivity options have traditionally required Smartsheet users to rely on tedious manual imports or custom-built solutions. CData Connect Cloud now bridges that gap, serving as the ultimate partner for Smartsheet users by enabling:

  • Scheduled data updates: Keep your Smartsheet projects synchronized with the latest data from finance, HR, other planning software, and more, automatically.
  • Broader integration: Connect to 250+ data sources and schedule updates to push critical information into Smartsheet.
  • Customizable automation: Define exactly how and when your data flows into Smartsheet, eliminating the need for constant oversight.

Examples of Smartsheet workflows enhanced by scheduled queries

Here’s how scheduled queries can supercharge Smartsheet workflows across industries and departments:

  • Project management:
    Automatically populate Smartsheet grids with real-time project timelines, task updates, or resource allocation pulled from ERP or time-tracking systems.
  • Financial planning:
    Deliver live budget data from accounting tools or databases into Smartsheet for accurate, up-to-date financial forecasting and expense tracking.
  • Sales and CRM updates:
    Feed pipeline and deal updates from CRM systems like Salesforce into Smartsheet, ensuring that sales teams always have the latest insights to plan effectively.
  • Operations dashboards:
    Centralize operational data by syncing logistics, inventory, or supply chain updates directly into Smartsheet, creating a single source of truth for team collaboration.
  • Marketing campaign management:
    Push campaign performance data from analytics platforms like Google Analytics or HubSpot into Smartsheet for better planning and optimization.

Why this matters for Smartsheet users

By eliminating repetitive, manual data updates, Connect Cloud frees Smartsheet users to focus on high-value activities. Teams save time, reduce errors, and gain confidence that their Smartsheet data reflects the most accurate, complete, and current information. The result? Smoother workflows, better decisions, and a measurable impact on the bottom line.

Ready to transform your Smartsheet workflows?

Unlock the full potential of Smartsheet with CData Connect Cloud. Whether you’re a Smartsheet user or a platform partner, try Connect Cloud free for 30 days to find out how easy it is to connect data from anywhere to your Smartsheet tasks and projects.

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