Connect Smartsheet for Breeze so you can instantly access project data, task updates, and collaborative work from your team's sheets and workspaces.

For Sales Teams:

• Find deal tracking sheets with real-time pipeline updates, win/loss analysis, and revenue forecasts

• Access account planning templates, territory assignments, and quota tracking spreadsheets

• Search for competitive intelligence, pricing models, or sales enablement resources stored in shared sheets

For Customer Support:

• Quickly locate issue tracking sheets, SLA dashboards, and customer escalation workflows

• Access knowledge base articles, troubleshooting guides, and resolution procedures documented in Smartsheet

• Find resource allocation plans, support team schedules, and ticket priority matrices

For Marketing Teams:

• Search campaign planning sheets with timelines, budgets, and performance metrics

• Access content calendars, creative briefs, and approval workflows managed in Smartsheet

• Locate event planning documents, vendor lists, and marketing asset inventories

For Project Management:

• Find project roadmaps, Gantt charts, and milestone tracking across all your team's sheets

• Access resource allocation plans, budget trackers, and risk registers

• Search for meeting notes, decision logs, and action item lists stored in project workspaces

Instead of navigating through multiple Smartsheet workspaces and folders to find critical project data, simply ask Breeze Assistant and get the information you need with direct links to the source sheets.

Your team's project data, workflows, and collaborative work in Smartsheet becomes instantly searchable and accessible right from HubSpot.