Feature Requests

Would be really hepful to have a truly 2-way sync between Google Calendar and Smartsuite

General enhancement requests: 1) For Google Drive integrations under add file dialogue ensure that ALL Google Drive items are available rather than just MY Drive. We use Shared Drives extensively with our agency team so most files live there (cateorized) rather than in my Drive. This is how SmartSuite displays GDrive: https://share.getcloudapp.com/NQu4oR7Q This is how ClickUp displays GDrive (ideal): https://share.getcloudapp.com/YEuDZGkg and https://share.getcloudapp.com/2Nu6qJml 2) Enhance/change how SmartSuite connects to Google Drive so no options are even displayed and you don't need to make sure you check boxes that might be missed. Also, if proper permissions are not selected make sure the display doesn't error out as shown here: https://share.getcloudapp.com/9Zuzdede and https://share.getcloudapp.com/5zu2Bqo5 and here https://share.getcloudapp.com/rRu5GRAQ ClickUp appears to use a different connection process https://share.getcloudapp.com/Koun4OAB and here https://share.getcloudapp.com/llugNRE0 3) Treat attachments for things like Google Drive (and drop box, etc) as embeds rather than as items you need to download into Smart Suite. This is ideal so it doesn't take up storage space at SmartSuite but rather uses our GDrive space as we have Enterprise accounts with 5TB at Google vs space limitations at SmartSuite (depends on account). https://share.getcloudapp.com/v1uEY1X7 When you click a GDrive attachment in Clickup: https://share.getcloudapp.com/DOukqe2D it opens directly inside ClickUp: https://share.getcloudapp.com/E0uRAW9D 4) Pop up doc views inside of SmartSuite for all Google Drive embeds for things like Google Docs, Sheets, Images, etc so they can be directly accessed without needing to go out to Google. For editable files make this similar to the current implementation in the dashboard referenced here: https://smartsuite.canny.io/feature-requests/p/view-google-docs-sheets-and-slides-in-a-dashboard 5) Allow Google Drive URL link pastes into file fields to properly display Google Drive files. Currently pasting a Google Drive file link into the URL field does not properly import the file or display regardless of the file type. https://share.getcloudapp.com/xQuO74O0 and here https://share.getcloudapp.com/RBuBlKJv 6) Google Drive links pasted into comments should be treated as an attachment not requiring upload as previously mentioned. Also, allow embeds of Google Drive (and Drop Box, etc) files in comments like ClickUp does with / commands. ClickUp DOES have apps where they provide direct integration to GDrive, DropBox, etc so this might be why things are different. https://share.getcloudapp.com/llugNmnD

Power automate is Microsoft's automation engine. It would be ideal to have a SmartSuite connection to this platform so that it is easy to interact with the M365 platform, either triggering updates in SmartSuite or reacting to the state of information contained in SmartSuite and updated within the M365 platform. Power automate could also be a bridge to a wide array of solutions and platforms that already interact with Microsoft app or with Microsoft's automation engine

as part of fillout integration, I can get majority of fields but not the signature. we are trying to create timesheets for one of our clients and would be super useful.

As a sales consulting company we often have clients who run their CRM operations in AirTable. In order to streamline our communication, we need a 2-way connection between SmartSuite and Airtable. We are looking into ability to automatically create and update records in SmartSuite based on changes made at their end in AirTable. The opposite case is also valid: we often need to create/update items when a record in SmartSuite gets created/modified. With this bi-directional capability, teams who are using Airtable for certain business processes could extend their work with SmartSuite without losing access to what they have already built in Airtable. Processes that are more easily build and managed in SmartSuite would then have access to up-to-date information contained in Airtable, without needing to use an external tool like Zapier or Make.com and incurring additional cost.

Add a full 2-way integration/sync with QuickBooks online with the ability to create/update customers, invoices, estimates, payments, etc.

n8n.io is a service that allows for the integration of multiple tools in one single platform. They offer thousands of ready-made app integrations, connections to any online app, and no-code configuration. It would be ideal to have a pre-configured SmartSuite connection to n8n.io so that it is easy to configure these connections, either triggering updates in SmartSuite or reacting to the state of information contained in SmartSuite and updated external tools and systems.

Gmail allows you to create additional aliases related to a single email address. https://support.google.com/domains/answer/9437157?hl=en In both the communication center and the Send an Email automation action, it would be very beneficial to be able to utilize these aliases rather than having to create separate accounts for each one.

In order to use the system as a true CRM, it seems the only missing feature is the communication history which can be accomplished with an email platform integration (Gmail would be a great start). This would allow for any emails related to the email address in the contact record to be visible via the contact record. Ideally this info would also rollup into any associated account or opportunity records as well. Until then the view into the opportunities isn't complete and is only data related, which is great but especially for remote teams the history of conversations via email is necessary.

Whalesync allows users to sync data both ways between SmartSuite and other applications easily. https://www.whalesync.com/