Circle + Smartsheet Integration

Integrate Circle to Smartsheet in one click, or tell Integrately AI how you want each member handled. Track community growth, update your sheets and project logs, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.
  • Circle
    Invite a member in Circle
  • Circle
    Add member to space group in Circle
  • Circle
    Add member to space in Circle
  • Circle
    Remove member from space in Circle
  • Circle
    Remove member from your community in Circle
  • Circle
    Remover member from space group in Circle
  • Circle
    Get member by id in Circle
  • Circle
    Create a post in Circle
  • Circle
    Tag a community member in Circle
  • Circle
    Create event in Circle
  • Circle
    Send direct message in Circle
  • Circle
    Search Member in Circle
  • Circle
    Untag community member in Circle
  • Circle
    Update member in Circle
  • Circle
    RSVP member to event in Circle
  • Circle
    Start group chat in Circle
  • Circle
    Update event in Circle
  • Circle
    Remove member from event in Circle
  • Circle
    Search member has a specific member tag assigned in Circle
  • Circle
    Search member of space group in Circle
  • Circle
    Create comment in Circle
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Circle + Smartsheet Integration

Capture community members, log new posts, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + Circle Integration

Create Circle contact for new Smartsheet row

Automatically creating Circle contact records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Circle + Smartsheet flow

Extend your community data into CRM records, notifications, and document storage. Pick a combination and activate it in one click.

Circle
Smartsheet
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SlackSlack (6)
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Google DriveGoogle Drive (3)
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ZoomZoom (3)
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HubSpotHubSpot (3)
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StripeStripe (3)
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NotionNotion (3)
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Add every new Circle member to your Smartsheet sheet, and notify your community team instantly on Slack
New Circle members appear in your Smartsheet sheet within seconds and your community team hears about it in Slack, so nobody misses a signup.
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When a Circle post is created, add a row in Smartsheet and alert your editorial channel in Slack
Every new Circle post creates a Smartsheet row instantly while notifying your editorial channel in Slack.
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When a Smartsheet row is updated, update the member in Circle and post the change in Slack
Row updates in Smartsheet modify Circle member profiles automatically and notify your team in Slack.
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If a Circle member charge is paid, add a row in Smartsheet and alert your finance channel in Slack
Paid charges in Circle create Smartsheet rows and alert your finance channel in Slack instantly.
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Use ChatGPT to summarise every new Circle post, save the summary in Smartsheet, and post the brief in Slack
ChatGPT summarises new Circle posts before saving them in Smartsheet and sharing briefs in Slack.
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When a Circle subscription is canceled, update the row in Smartsheet and notify your retention team in Slack
Subscription cancellations in Circle update Smartsheet rows and alert your retention team in Slack.

Supported triggers and actions for Circle and Smartsheet

Mix and match to build the exact automation you need

Circle
Circle Triggers & Actions
No trigger is available
Invite a member in Circle
Invites a user
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Add member to space group in Circle
Adds a member to a space group
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Add member to space in Circle
Invites a new member to join your workspace or group
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Remove member from space in Circle
Removes a member from a designated workspace or community
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Remove member from your community in Circle
Removes selected member from your community
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Remover member from space group in Circle
Removes a member from a space group
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Get member by id in Circle
Retrieves a member's data based on their id
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Create a post in Circle
Creates a new post
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Tag a community member in Circle
Tags a community member
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Create event in Circle
Adds a new contact to the contact list
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Send direct message in Circle
Sends a private message to a recipient
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Search Member in Circle
Searches for a member with
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Untag community member in Circle
Removes tag from the community member
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Update member in Circle
Updates a member's information
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RSVP member to event in Circle
Rsvps a member to an event
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Start group chat in Circle
Starts a group chat with selected participants
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Update event in Circle
Updates event details with the latest information
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Remove member from event in Circle
Removes a member from a particular event
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Search member has a specific member tag assigned in Circle
Searches for members with a tag assigned
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Search member of space group in Circle
Searches for a member of a space group
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Create comment in Circle
Generates a new comment
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Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Add attachment to row in Smartsheet
Attaches a file to a row
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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What can you automate with Circle + Smartsheet?

Streamline your community management and tracking workflows with ready-made automation capabilities.

What you can automate?
🚀
Sync new community members to tracking sheets
Capture every new member added in Circle and create a corresponding row in Smartsheet automatically. Your tracking sheets stay complete without manual data entry.
📝
Log community posts and discussions
Turn community posts and comments into structured rows in Smartsheet the moment they are published. Keep all discussions organised for team review.
🔔
Alert your team instantly on activity
Notify team channels in Slack or other apps whenever important community events happen in Circle. Ensure quick response times for member engagement.
🔀
Route records based on submitted data
Trigger different actions in Smartsheet depending on membership tiers, subscription statuses, or custom tags assigned in Circle.
🔄
Keep member profiles synchronized
Update member details in Circle whenever operational rows are modified in Smartsheet. Maintain accurate profile data across all connected platforms.
🔍
Prevent duplicate records in your sheets
Search existing rows before adding new data to ensure your Smartsheet workspace remains clean and free of duplicate entries.
💳
Automate billing and subscription updates
Handle subscription activations, cancellations, past-due notices, and payments by updating Smartsheet rows and triggering downstream alerts.
🔗
Extend workflows to popular business apps
Connect your core Circle and Smartsheet flow with tools like Slack, Google Drive, HubSpot, and Notion to build comprehensive multi-step pipelines.
And much more...

Who is Circle + Smartsheet integration for?

Community managers, operations leads, and finance teams connect Circle and Smartsheet to automate member tracking, eliminate manual data entry, and keep operational sheets accurate.

Operations Managers
Operations Managers
Community Leads
Community Leads
Client Success Directors
Client Success Directors
Membership Coordinators
Membership Coordinators
Finance Specialists
Finance Specialists
Data Analysts
Data Analysts
📈
Operations Managers
You rely on Smartsheet boards to review membership numbers, but manual reporting delays mean your tracking data is always hours behind — this integration means every new member creates a row instantly and your dashboards stay current.
Community Leads
You need to welcome new participants right away, but manual sign-up checks leave people waiting too long for engagement — automating both apps means new community members trigger rows and notifications immediately.
📊
Client Success Directors
You answer to stakeholders who want live visibility into community onboarding progress, but scattered platform data causes reporting gaps — with this integration, your activity logs update automatically without manual exporting.
📋
Membership Coordinators
You manage high volumes of incoming community sign-ups every week, but copy-pasting subscriber details by hand leads to inevitable errors — connecting these apps means member data flows straight into your tracking sheets without manual effort.
🔄
Finance Specialists
You depend on accurate payment records in your tracking sheets, but delayed notification handoffs cause missing transaction logs — automating both apps means every paid charge updates your financial rows instantly.
🗂️
Data Analysts
You need a reliable historical record of community engagement and events, but manual logging creates incomplete datasets — this integration means every interaction is recorded accurately across your tracking sheets.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Circle + Smartsheet

Build and manage your Circle + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Circle + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Circle to Smartsheet?
Frequently Asked Questions
You can connect Circle to Smartsheet in 1-click using ready workflows on Integrately. Link your accounts, select a pre-built template, or ask Integrately AI to build your custom flow with apps like Slack and Google Drive.
Can I automatically add new Circle members to my Smartsheet tracking sheets?
Frequently Asked Questions
Can I connect Circle, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Circle and Smartsheet?
Frequently Asked Questions
How does Circle handle member data when syncing to Smartsheet?
Frequently Asked Questions
How do Smartsheet updates reflect in Circle?
Frequently Asked Questions
Can I automate this workflow without coding?
Frequently Asked Questions
Is the Circle and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect Circle or Smartsheet With 1500+ Other Apps

Circle
Popular Circle Integrations
Connect Circle to community, messaging, and event platforms to manage member engagement.
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Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, reporting, and database tools to keep operational data flowing.