FluentCRM + Smartsheet Integration

Integrate FluentCRM to Smartsheet in one click, or tell Integrately AI how you want each lead handled. Log new contacts, update rows, add notes, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FluentCRM
    Contact is created in FluentCRM
  • FluentCRM
    Contact is updated in FluentCRM
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
Arrow Right
2.
  • FluentCRM
    Search contact in FluentCRM
  • FluentCRM
    Update contact in FluentCRM
  • FluentCRM
    Create contact in FluentCRM
  • FluentCRM
    Add note to contact in FluentCRM
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for FluentCRM + Smartsheet Integration

Capture leads, log new contacts in sheets, update records, and keep your data organized, all in just one click.

Most popular automationmost-popular-automations
FluentCRM + Smartsheet Integration

Create Smartsheet row for new FluentCRM contact

When a new contact is created in your FluentCRM, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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 FluentCRM + Smartsheet flow

Connect customer support, team messaging, and form tools to extend your automation pipeline. Pick a combination and activate it in one click.

FluentCRM
Smartsheet
+
WordPressWordPress (4)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
+
ZoomZoom (3)
W
F
S
When a user is registered in WordPress, create a contact in FluentCRM and add a row in Smartsheet.
New WordPress registrations instantly appear in FluentCRM as a contact and log as a new row in Smartsheet without manual entry.
F
S
W
When a contact is created in FluentCRM, add a row in Smartsheet and create a user in WordPress.
New FluentCRM contacts generate a corresponding row in Smartsheet and set up a user profile in WordPress instantly.
F
S
W
When a contact is updated in FluentCRM, update the matching row in Smartsheet and update the user in WordPress.
Contact updates in FluentCRM automatically propagate to your Smartsheet row and WordPress user profile.
S
F
W
When a row is added in Smartsheet, update the contact in FluentCRM and create a post in WordPress.
New Smartsheet rows trigger contact updates in FluentCRM and generate a corresponding post in WordPress.

Supported triggers and actions for FluentCRM and Smartsheet

Mix and match to build the exact automation you need

FluentCRM
FluentCRM Triggers & Actions
Contact is created in FluentCRM
Triggers the automation when a new contact is created
Try it →
Contact is updated in FluentCRM
Triggers the automation when a contact is updated
Try it →
Search contact in FluentCRM
Finds and retrieves contact information
Try it →
Update contact in FluentCRM
Updates contact information with new details
Try it →
Create contact in FluentCRM
Adds a new contact to the database
Try it →
Add note to contact in FluentCRM
Adds a personalized note to a contact
Try it →
Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
Try it →
Row is updated in Smartsheet
Triggers the automation when a row is updated
Try it →
Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
Try it →
Comment is added in Smartsheet
Triggers the automation when a comment is added
Try it →
Add attachment to row in Smartsheet
Attaches a file to a row
Try it →
Search row in Smartsheet
Searches and retrieve a row of data within a dataset
Try it →
Update row in Smartsheet
Updates a specified row in a spreadsheet or database
Try it →
Add row in Smartsheet
Adds a new row to the particular spreadsheet
Try it →
Send row in Smartsheet
Sends a row
Try it →
Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
Try it →
Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
Try it →
Add discussion to row in Smartsheet
Adds a discussion thread to a row
Try it →
Create sheet from a template in Smartsheet
Creates a new sheet from a template
Try it →
Share sheet in Smartsheet
Shares a sheet
Try it →
Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
Try it →
Send sheet in Smartsheet
Sends a sheet
Try it →
Create workspace in Smartsheet
Creates a new workspace
Try it →
Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
Try it →
Share workspace in Smartsheet
Shares a workspace
Try it →
Copy folder in Smartsheet
Duplicate a folder and all its contents
Try it →

What can you automate with FluentCRM + Smartsheet?

Streamline your lead management and project tracking by connecting FluentCRM and Smartsheet for seamless data flow.

What you can automate?
🔄
Sync new contacts to project sheets automatically
Every time a contact is created in FluentCRM, generate a corresponding row in Smartsheet instantly. Eliminate manual data entry and keep your operational tracking sheets up to date.
📝
Capture every submitted contact detail accurately
Map all available contact fields from FluentCRM directly into separate Smartsheet columns. Your project tracker becomes a comprehensive record for review and follow-up.
🔔
Alert your team as soon as records arrive
Notify team members in real time when new contact data is added to your tracking sheets or CRM. Ensure timely handoffs and prevent missed opportunities.
🔀
Route records based on submitted criteria
Apply conditional rules to direct specific leads to designated project sheets or update their status accordingly based on form answers and tags.
🔄
Keep project sheets updated as details change
Whenever contact information is updated in FluentCRM, automatically reflect those changes in your Smartsheet rows to maintain data consistency.
🔍
Search and update existing records
Search for matching contacts or rows before making updates, preventing duplicate entries and keeping your database clean and organized.
⏱️
Manage status changes and updates efficiently
Handle project stage updates, completed tasks, and modified lead statuses automatically across both platforms without manual spreadsheet editing.
🔌
Extend your workflow with team messaging apps
Connect Slack or Gmail to your core FluentCRM and Smartsheet automation to send instant team notifications or automated client messages.
And much more...

Who is FluentCRM + Smartsheet integration for?

Teams managing customer leads and project sheets together eliminate manual data entry, keep records updated, and streamline workflows across both platforms.

Analytics managers
Analytics managers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support leads
Customer support leads
Project coordinators
Project coordinators
Operations directors
Operations directors
📈
Analytics managers
You're tracking campaign metrics and lead progression across your CRM, but your project sheet only updates when someone manually exports records, so the row counts you're reviewing are always hours behind — this integration means every new contact lands in your sheet instantly and your metrics stay current.
Sales representatives
You need to act on incoming leads immediately, but manual data transfers between your CRM and tracking sheets mean you find out about prospects too late — automating both apps means every lead appears in your tracking sheet the moment they register so you can reach out right away.
🤝
Account managers
You answer to clients who expect up-to-date milestone tracking, but keeping your project sheets aligned with your CRM requires tedious copy-pasting — connecting these apps means client records and project sheets update simultaneously without manual effort.
📊
Customer support leads
The volume of incoming support requests and contact sign-ups is too high for anyone to keep up by hand, leading to missed tracking entries — automating both apps means every customer interaction is logged into your sheets and CRM without manual intervention.
📋
Project coordinators
You own the next operational step and depend on someone upstream to hand over lead details, but manual handoffs cause bottlenecks — integrating these apps means project sheets update automatically the moment a contact is created so work starts immediately.
🗂️
Operations directors
You need a reliable audit history of every customer interaction and project milestone, but manual tracking leaves frequent gaps in your records — this integration means every contact creation and row update is captured permanently without missing a step.
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 FluentCRM + Smartsheet

Build and manage your FluentCRM + 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 FluentCRM + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect FluentCRM to Smartsheet?
Frequently Asked Questions
You can connect FluentCRM to Smartsheet in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields.
Can I automatically create a Smartsheet row when a contact is created in FluentCRM?
Frequently Asked Questions
Can I connect FluentCRM, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FluentCRM and Smartsheet?
Frequently Asked Questions
How does FluentCRM handle contact data transfers here?
Frequently Asked Questions
How does Smartsheet process row updates in these automations?
Frequently Asked Questions
Can I set up this integration without coding skills?
Frequently Asked Questions
Is the FluentCRM and Smartsheet integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect FluentCRM or Smartsheet With 1500+ Other Apps

FluentCRM
Popular FluentCRM Integrations
Connect FluentCRM with email marketing, CRM, and automation tools to nurture leads effectively.
See All
FluentCRM Integrations arrow right
No popular apps found
Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, spreadsheet, and collaboration tools to keep data organized across your stack.