This is how Call Experts
integrates with SmartSheet.

We gather information from your SmartSheet to keep our scripts up-to-date, easily and always secure.

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Boost efficiency and cut costs with our
SmartSheet answering service integration!

The flexibility of SmartSheet ensures that whether you’re managing sensitive medical information, overseeing staff and inventory, or tracking leads, all your data is organized and accessible in one place.

Sync based on 12-hour, daily, weekly, or monthly cadence.

Real-time script integrations for lead and contact updates.

Dispatching and Out Of Office protocols based on location and team.

Advanced features related to SMS confirmations and email alerts.

Expert guidance to design and setup sheets based on time-tested protocols.
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How do you set up a SmartSheet integration?

Integrating SmartSheet with our service offers a versatile solution for managing a wide array of operational needs through a cloud-based spreadsheet.

This integration allows you to seamlessly connect SmartSheet with our scripts, providing an efficient way to handle on-call schedules, medical provider details, dispatching protocols, extensions, and Out of Office (OOO) updates. Beyond personnel and scheduling management, SmartSheet can also be utilized to manage inventory, including product names and details, as well as maintaining and updating lead lists with contact information.

To complete the setup, we will need the following items to ensure a smooth integration.

Access to smartSheet through SFTP.

Adjustable rows based on needs.

Paid Version of SmartSheet.

Seamless data sharing between systems.

Static Columns we are using.

Spreadsheet Upkeep and Maintenance.

Don’t change your current process.
We adapt to you.

We specialize in creating one-of-a-kind phone answering solutions with custom integrations.

Our customizable answering service ensures you never miss out on crucial opportunities, providing 24/7 coverage for your staff and callers.

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