Create Smartsheet row for new HubSpot deal
HubSpot + Smartsheet Integration
HubSpot + Smartsheet Integration
Integrate HubSpot to Smartsheet in one click, or tell Integrately AI how you want each contact handled. Create rows, update tracking sheets, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in a list in HubSpot- Contact is created in HubSpot
- Contact is updated in HubSpot
- Company is created in HubSpot
- Company is updated in HubSpot
- Deal is created in HubSpot
- Deal stage is changed in HubSpot
- Deal is updated in HubSpot
- Task is created in HubSpot
- Task is updated in HubSpot
- Task is marked as done in HubSpot
- Quote is created in HubSpot
- Quote is created or updated in HubSpot
- New Line item is created in HubSpot
- LineItem is created/updated in HubSpot
- Product is created in HubSpot
- Product is updated in HubSpot
- Form is submitted in HubSpot
- Email event is created in HubSpot
- Engagement is created in HubSpot
- Engagement is created/modified in HubSpot
- Blog post is created in HubSpot
- Blog tag is created in HubSpot
- Social media message is broadcasted in HubSpot
- Email subscription timeline is created in HubSpot
- Ticket is created in HubSpot
- Ticket is updated in HubSpot
- File is created/uploaded in HubSpot
- Form is created in HubSpot
Row is added in Smartsheet- Row is updated in Smartsheet
- Attachment is added in Smartsheet
- Comment is added in Smartsheet
2.
Trusted by experts at...
Ready Workflows for HubSpot + Smartsheet Integration
Capture contacts, organise responses, keep sheets updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create HubSpot contact for new Smartsheet row
Automatically creating HubSpot 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 moreAlso, it's one less thing for you to have to remember to do manually. Win-win!
Create HubSpot company for new Smartsheet row
Smartsheet + HubSpot Integration
When Row is added in Smartsheet > Create contact in HubSpot > Create deal in HubSpot
Smartsheet + HubSpot Integration
When Row is added in Smartsheet > Create or Update contact in HubSpot > Create deal in HubSpot
Smartsheet + HubSpot Integration
When Row is added in Smartsheet > Check any condition > Create contact in HubSpot
Smartsheet + HubSpot Integration
When Row is added in Smartsheet > Check any condition > Create or Update contact in HubSpot
Smartsheet + HubSpot Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your HubSpot + Smartsheet flow
Sync contacts to CRMs, notify your team, log updates, and manage tasks across your workspace. Pick a combination and activate it in one click.
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Salesforce (3)
Salesforce (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
Microsoft Teams (3)
Microsoft Teams (3) +
Asana (3)
Asana (3) +
Google Drive (3)
Google Drive (3) H
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Add new HubSpot contacts to your Smartsheet tracker and create a corresponding lead in Salesforce
New HubSpot contacts land in Smartsheet and Salesforce instantly, keeping your pipeline in sync across platforms.
H
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When a HubSpot deal is created, update your Smartsheet project board and update the lead in Salesforce
Deal creation triggers updates in Smartsheet and Salesforce simultaneously so records never fall out of sync.
S
H
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When a Smartsheet row is updated, update the contact in HubSpot and update the lead in Salesforce
Spreadsheet updates automatically propagate to HubSpot and Salesforce to maintain single sources of truth.
Supported triggers and actions for HubSpot and Smartsheet
Mix and match to build the exact automation you need
HubSpot Triggers & Actions
Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
Try it → Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
Try it → LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
Try it → Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
Try it → Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
Try it → Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
Try it → Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
Try it → File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
Try it → Smartsheet Triggers & Actions
What can you automate with HubSpot + Smartsheet?
Streamline your workflow by automatically syncing records, updating trackers, and triggering notifications across HubSpot and Smartsheet.
⚡
Create Smartsheet rows from new HubSpot contacts automatically
Every new contact created in HubSpot instantly generates a corresponding row in Smartsheet. Eliminate manual data entry and keep your tracking sheets continuously up to date.
📋
Capture every submitted form field in your sheets
Map all available HubSpot form submission answers into separate Smartsheet columns instead of basic contact info. Your tracking sheet becomes a comprehensive record for review.
🔔
Alert your team the moment records update
Notify team members immediately via messaging apps whenever new rows or contacts are created. Keep everyone aligned on incoming customer activity without checking dashboards.
🔀
Route data dynamically based on submitted criteria
Apply conditional rules to send high-value leads or specific tiers to designated Smartsheet sheets or priority folders automatically based on submitted form details.
🔄
Keep tracking sheets synchronized as records change
Ensure modifications made to HubSpot deals or contacts automatically update matching rows in Smartsheet so your operational data never falls out of alignment.
🔍
Search and update instead of creating duplicates
Check whether records already exist in Smartsheet before writing new entries. Update existing rows when matching criteria are found to maintain clean databases.
📈
Manage status changes and pipeline milestones
Track deal stage transitions and project updates seamlessly by automatically updating corresponding Smartsheet row statuses whenever HubSpot milestones are reached.
🌐
Extend workflows to external team apps
Connect your core HubSpot and Smartsheet automation to team channels like Slack or task managers like Asana to trigger cross-functional follow-up actions instantly.
And much more...
Who is HubSpot + Smartsheet integration for?
Sales and operations teams managing customer data across CRM systems and spreadsheets need reliable, real-time updates without manual data entry or missed follow-ups.
Data analysts
Sales managers
Client account managers
Customer support teams
Operations coordinators
Project managers
📊
Data analysts
You're tracking deal pipelines in HubSpot and reporting performance from Smartsheet, but your sheets only update when someone manually exports records, so your revenue numbers are always hours behind — with this integration, every deal update lands in your sheet instantly and your reports stay accurate.
🎯
Sales managers
You're monitoring inbound leads in HubSpot while your team works out of Smartsheet tracking boards, but reps find out about new prospects too late because notifications get buried — automating both apps means every new lead is logged instantly and your team can follow up immediately.
🤝
Client account managers
You're managing client deliverables in HubSpot and sharing progress views in Smartsheet, but manual status updates always lag behind actual work, leaving stakeholders out of date — integrating these apps means every change reflects immediately and client visibility remains current.
🎧
Customer support teams
You're logging tickets and customer requests in HubSpot faster than anyone can copy them over to Smartsheet tracking logs, causing major gaps in your master records — with this integration, every ticket is captured automatically and your logs stay complete without manual effort.
⚙️
Operations coordinators
You're depending on sales reps to hand over closed deals from HubSpot into your Smartsheet execution boards, but handoffs get missed and downstream work stalls — automating both apps means every won deal populates your project board instantly and execution starts without delay.
📋
Project managers
You're maintaining master project records in Smartsheet based on activity logged in HubSpot, but manual transcription errors leave missing entries and broken histories — connecting these apps means every record is transferred accurately and your project history stays pristine.
Did you know?
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Why choose Integrately to automate HubSpot + Smartsheet
Build and manage your HubSpot + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect HubSpot + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
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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
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
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
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?
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Frequently Asked Questions
How do I connect HubSpot to Smartsheet?
You can connect HubSpot to Smartsheet in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Salesforce, Slack, Gmail, and 1,500+ other apps.
How do I automatically create Smartsheet rows when new HubSpot contacts are created?
Can I connect HubSpot, Smartsheet, and Slack?
What is a good Zapier alternative for HubSpot and Smartsheet?
How do I sync updated HubSpot deals to Smartsheet?
Can I add attachments from Smartsheet back into HubSpot?
Do I need coding skills to automate HubSpot and Smartsheet?
Is the HubSpot and Smartsheet integration free?
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