RD Station + Smartsheet Integration

Integrate RD Station to Smartsheet in one click, or tell Integrately AI how you want each lead handled. Capture lead details, add rows to your sheets, alert your team, and track pipeline progress automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • 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.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • 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 RD Station + Smartsheet Integration

Capture leads, update rows, track deals, alert your team, and log conversions, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + RD Station Integration

Create RD Station conversion event for new Smartsheet row

Are you tired of manually creating RD Station conversion event for every new Smartsheet row? Well, there's a better way! With our new automation, you can automatically create RD Station conversion event for new Smartsheet rows.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic RD Station {{action.Contact} creation!
See more
RD Station + Smartsheet Integration

Create Smartsheet row for new RD Station conversion event

When a new conversion event is created in your RD Station software, automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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 RD Station + Smartsheet flow

Send new leads to your CRM, notify your team in chat, and trigger automated follow-up emails. Pick a combination and activate it in one click.

RD Station
Smartsheet
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
TypeformTypeform (4)
R
S
S
Add every converted RD Station lead to your Smartsheet base, and create a new contact in Salesforce.
Converted RD Station leads instantly populate your Smartsheet sheet and Salesforce account without manual data entry.
R
S
S
When an RD Station lead becomes an opportunity, update your Smartsheet row and update the deal in Salesforce.
Opportunity updates in RD Station automatically refresh your Smartsheet tracking and Salesforce pipeline.
S
R
S
When a row is added in Smartsheet, create a follow-up task in Salesforce and trigger a conversion event in RD Station.
New Smartsheet entries immediately generate Salesforce tasks and record conversion events in RD Station.
R
S
S
Use Claude to qualify new RD Station leads, add them to Smartsheet, and create a priority contact in Salesforce.
AI analysis qualifies your RD Station leads before updating Smartsheet and Salesforce records automatically.

Supported triggers and actions for RD Station and Smartsheet

Mix and match to build the exact automation you need

RD Station
RD Station Triggers & Actions
Instant
Lead is converted in RD Station
Triggers the automation when a lead is successfully converted
Try it →
Instant
Lead is marked as opportunity in RD Station
Triggers the automation when a lead is marked as an opportunity
Try it →
Conversion Event in RD Station
Creates a conversion event
Try it →
Deal won in RD Station
Marks the deal as won
Try it →
Deal lost in RD Station
Marks the deal as lost
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 RD Station + Smartsheet?

Streamline your marketing operations by connecting lead conversions, pipeline updates, and spreadsheet tracking into one unified workflow.

What you can automate?
🔄
Sync every converted lead instantly
Turn every converted RD Station lead into a new Smartsheet row automatically. Your tracking tables stay up to date without manual exporting or importing.
📋
Capture every submitted field
Map all available RD Station lead details into separate Smartsheet columns instead of just names and emails. Your sheets become comprehensive records for review.
🔔
Alert your team immediately
Send instant notifications to your team whenever an important lead converts in RD Station or a tracking row updates in Smartsheet.
🔀
Route records based on submitted data
Send high-value enterprise leads to priority Smartsheet tables while routing standard inquiries to general tracking views automatically.
📝
Keep destination rows updated
Automatically update existing Smartsheet rows whenever lead details change or opportunity stages progress in RD Station.
🔍
Prevent duplicate entries
Search existing Smartsheet rows before adding new records to ensure each lead appears exactly once in your tracking tables.
💼
Handle later deal status changes
Update your Smartsheet revenue logs automatically whenever a deal is won or lost in RD Station.
💬
Extend your workflow to team chat
Trigger automated Slack alerts alongside your Smartsheet updates whenever a major lead conversion occurs.
And much more...

Who is RD Station + Smartsheet integration for?

Performance marketers, sales managers, and operations leads rely on this integration to keep marketing data accurate, streamline workflows, and eliminate manual entry.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Operations leads
Operations leads
Sales reps
Sales reps
Data analysts
Data analysts
📈
Performance marketers
You're running marketing campaigns in RD Station but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
⏱️
Sales managers
You need to act fast when prospects show interest in RD Station, but you find out about conversions too late because status updates sit in unread notifications — automations between these apps mean every converted lead appears in your tracking sheet immediately so your team can respond without delay.
📊
Account executives
You answer to clients who want to see pipeline progress updated in their Smartsheet trackers, but gathering campaign metrics requires endless manual copying — connecting these apps means your project sheets reflect active deals the moment they change in RD Station.
Operations leads
The volume of inbound leads in RD Station is too high for anyone to keep up by hand, leading to missed entries and messy spreadsheets — automating both apps means every record populates your rows accurately without requiring manual data entry.
🤝
Sales reps
You own the follow-up step and depend on marketing to hand over converted leads from RD Station, but handoffs get lost in transit — this integration means every qualified prospect arrives in your tracking system instantly for immediate outreach.
🗂️
Data analysts
You need a reliable history of lead conversions and pipeline movements, but you keep finding gaps in your Smartsheet logs caused by missed exports — connecting these apps means every event is recorded systematically without missing a single entry.
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 RD Station + Smartsheet

Build and manage your RD Station + 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 RD Station + 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 RD Station to Smartsheet?
Frequently Asked Questions
You can connect RD Station to Smartsheet in one click using pre-built templates or by asking Integrately AI to set up the automation for you. It takes just minutes to link your accounts and sync your data with tools like HubSpot, Slack, and Google Sheets.
Can I automatically sync converted leads from RD Station into Smartsheet rows?
Frequently Asked Questions
Can I connect RD Station, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for RD Station and Smartsheet?
Frequently Asked Questions
How does RD Station handle lead conversion events in this integration?
Frequently Asked Questions
How do Smartsheet updates reflect back in RD Station?
Frequently Asked Questions
Do I need coding skills to automate RD Station and Smartsheet?
Frequently Asked Questions
Is the RD Station 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 RD Station or Smartsheet With 1500+ Other Apps

RD Station
Popular RD Station Integrations
Connect RD Station to email marketing, CRM, and analytics tools to nurture leads and measure campaign performance.
Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, finance, and reporting tools to keep operational data working across your stack.