Smartsheet + Zapier: How it works

Smartsheet connects with Zapier to automate project tracking and approval workflows. Teams use this integration to add and update rows, route notifications, and sync data across tools.

Explore Smartsheet integrations on Zapier: https://zapier.com/apps/smartsheet/integrations

When to use Smartsheet with Zapier

Capturing requests in sheets: Create rows from incoming tickets, forms, or emails

Notifying teams on changes: Alert channels when rows are added or updated

Coordinating approvals: Kick off review steps when status or owner fields change

Popular Smartsheet + Zapier use cases

Create Smartsheet rows from forms: When new form entries arrive, add a row to a selected sheet to centralize intake and eliminate manual entry.

Notify teams about critical row updates: When a Smartsheet row is updated, post a message in Slack or Microsoft Teams so stakeholders respond quickly.

Sync CRM contacts from sheet changes: When rows are created or updated in Smartsheet, create or update contacts in Salesforce or HubSpot to keep customer records accurate.

Attach files to project rows: When new files appear in Google Drive or Dropbox, add attachment to the matching Smartsheet row to consolidate assets per task.

Plan calendars from sheet dates: When a row with a due date is added, create a Google Calendar or Outlook event so deadlines appear on shared calendars.

Getting started

Connect Smartsheet to Zapier
Choose a trigger or action
Select the target sheet and columns
Map fields between apps
Test and turn the Zap on

Triggers and actions

Triggers: Smartsheet offers triggers including New Row, Updated Row, and New Attachment. Triggers fire when rows are created or modified, or when new attachments are added in selected sheets.

Actions: Available actions include Create Row, Update Row, and Add Attachment to Row. Actions add or modify rows and attach files in specified sheets.

FAQs

Which Smartsheet objects are supported? Triggers and actions work with rows, row updates, and attachments.

Does the New Row trigger include existing rows? No, it runs only for rows added after the Zap is turned on.

How do I prevent duplicate rows when syncing from other apps? Use a lookup or search step to find a matching row and then update instead of creating.

Can I react only to changes in specific columns? Use a Filter step after the Updated Row trigger to continue only when targeted columns meet conditions.