Email threads to commments

Hi,

We are using smartsheets for a partnership engagement process. I am wondering if there is anyway to communicate with partner's through email and have their emails sync to the smartsheets comments? We don't want our partners to have to acquire a license.

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Veronica Sanchez

    I hope you're well and safe!

    Depending on what you need your partners to do, it doesn't seem like they need a license.

    What do you need them to be able to do?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi, we would just need them to provide additional information/documentation when needed. But is there a way for their emails to us to automatically sync in the smart sheets comments?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Veronica Sanchez

    Unfortunately, not built-in.

    It would probably be possible with a 3rd-party service.

    Also, another way could be to use the Update Request feature and ask them to add/update information.

    Would any of those options work?

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Where can I find the update request feature?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    @Veronica Sanchez

    Here's more information.

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.