Ardovo + Smartsheet integration

Connect Ardovo to Smartsheet so your spreadsheets work and your revenue data stay in one place. Planning sheets and pipeline share one status.

Short answer

The Ardovo + Smartsheet integration connects project planning to the pipeline. Deals and tasks sync with Smartsheet, won deals become project rows for delivery, and status flows back to Ardovo. Teams that plan implementations in Smartsheet keep revenue and execution aligned in one flow.

What flows between Ardovo and Smartsheet

Two-way sync

Deals and tasks sync with Smartsheet rows both directions.

Deal to project row

Won deals become planning rows for delivery.

Status back to Ardovo

Row updates sync progress onto the deal.

Setting up the Ardovo + Smartsheet integration

  1. Connect in one click

    Open Ardovo Settings, go to Integrations, find Smartsheet, and click Connect. Authorize the connection with OAuth or an API key.

  2. Choose what syncs

    Pick which records and events sync between Ardovo and Smartsheet, and set the direction to one-way or two-way.

  3. Map your fields

    Match Smartsheet fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.

  4. Turn it on

    Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.

How the Ardovo + Smartsheet integration works

Ardovo connects to Smartsheet through its API. Records map to rows, won deals create planning rows, and updates sync back to Ardovo so planning and CRM agree.

  • Ardovo to Smartsheet: deals and tasks into rows
  • Smartsheet to Ardovo: row status and updates
  • Both ways: sheet and record mapping

Frequently asked questions

Is Smartsheet used for delivery planning?

Yes. Many teams plan implementations in Smartsheet, and syncing with Ardovo means a won deal creates the planning row automatically and status flows back.

Does progress reach the deal?

Yes. Row status updates sync onto the linked deal, so sales sees delivery progress without opening Smartsheet.

How do I connect Smartsheet to Ardovo, and is it secure?

Open Ardovo Settings, go to Integrations, find Smartsheet, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.

Keep reading

Get started with Rally or browse all pages.