

Smartsheet + Xeno Integration
Integrate Smartsheet to Xeno in one click, or tell Integrately AI how you want each contact handled. Track new chat conversations, add rows to your sheets, search contacts, and update records automatically.
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Ready Workflows for Smartsheet + Xeno Integration
Capture chat conversations, add sheet rows, search and update contacts, and keep your workspace organised, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Smartsheet + Xeno flow
Route chat leads to your CRM, notify your support team, and sync sheet data across your workspace. Pick a combination and activate it in one click.


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Salesforce (3)
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Intercom (3)
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Slack (3)
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Google Sheets (3)
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Gmail (3)
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HubSpot (3)
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When a new conversation is received in Xeno, add a row in Smartsheet, and create a contact in Salesforce.
New chat conversations recorded in Xeno instantly generate sheet rows in Smartsheet and create matching contacts in Salesforce without manual data entry.
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When a row is updated in Smartsheet, update contact in Xeno, and create a task in Salesforce.
Updated sheet records in Smartsheet synchronise changes back to Xeno contacts and log follow-up tasks in Salesforce automatically.
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If a new conversation is received in Xeno, search row in Smartsheet, and create a lead in Salesforce.
Incoming Xeno chats search existing Smartsheet records before creating new leads in Salesforce to prevent duplicate entries.
Supported triggers and actions for Smartsheet and Xeno
Mix and match to build the exact automation you need

Smartsheet Triggers & Actions

Xeno Triggers & Actions
Instant
New conversation is received in Xeno
Triggers the automation when a new conversation is initiated
Try it → What can you automate with Smartsheet + Xeno?
Streamline chat lead capture, keep your sheets synchronized, and trigger follow-up actions effortlessly.
💬
Sync new chat conversations to Smartsheet rows automatically
Capture every incoming Xeno chat conversation and instantly add a corresponding row in Smartsheet to keep your records up to date.
📋
Capture every chat field into detailed sheet columns
Map specific chat details and visitor attributes from Xeno directly into separate Smartsheet columns instead of basic summaries.
🔔
Notify your team as soon as a chat arrives
Alert team members instantly whenever a new conversation is received in Xeno so someone can take ownership right away.
🔀
Route chats based on customer tier or enquiry type
Direct specific conversations to different sheet folders or update contact details depending on the fields submitted during the chat.
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Update Smartsheet rows when chat records change
Keep your spreadsheets fully synchronised by updating existing rows automatically whenever customer information is modified in Xeno.
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Search and update existing contacts without creating duplicates
Check if a contact already exists in Xeno or Smartsheet before adding new entries to keep your database clean.
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Handle follow-ups after a conversation concludes
Trigger actions in Smartsheet when a chat conversation is resolved, updated, or marked as completed in Xeno.
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Connect your chat workflow to Slack for instant team alerts
Send chat conversation details from Xeno and Smartsheet directly to a Slack channel to keep your entire team informed.
And much more...
Who is Smartsheet + Xeno integration for?
Operations, sales, and support teams managing chat conversations and sheet records benefit from automated data flows that eliminate manual transcription and speed up response times.
Analytics Managers
Support Team Leads
Client Success Directors
Customer Operations Teams
Sales Development Reps
Operations Analysts
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Analytics Managers
You manage conversion metrics and report on chat performance, but your tracking sheet only updates when someone manually exports chat data, so the row counts you are reviewing are always hours behind — with this integration, every new chat conversation lands in the sheet instantly and your data stays current.
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Support Team Leads
You need to respond to high-priority customer inquiries immediately, but chat logs sit unrecorded until someone remembers to log them, so urgent requests are discovered too late — this integration means every new conversation updates your sheets right away so your team acts fast.
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Client Success Directors
You answer to stakeholders who want live visibility into lead generation and response rates, but tracking progress requires manual data assembly, so your reports are always out of date — automating both apps means every chat detail flows straight into your sheets for instant client reporting.
📊
Customer Operations Teams
You handle thousands of incoming chat leads every week, but keeping track of them in spreadsheets by hand leads to missed entries and errors — with this integration, every chat conversation and sheet row syncs automatically without manual effort.
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Sales Development Reps
You depend on incoming chat data to initiate outreach, but chat records arrive in your pipeline with frustrating delays, so valuable leads go cold before you reach them — connecting these apps means every conversation creates sheet rows instantly to hand off leads without lag.
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Operations Analysts
You audit conversion workflows and rely on complete historical logs, but manual data entry leaves gaps and missing records across your tracking sheets — this integration means every customer interaction is logged accurately and your historical data remains complete.

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 Smartsheet + Xeno
Build and manage your Smartsheet + Xeno automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Smartsheet + Xeno with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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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Select Automation
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Connect Accounts
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Automation is ready
Connect Smartsheet + Xeno Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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750 Tasks
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Frequently Asked Questions
How do I connect Smartsheet to Xeno?
You can connect Smartsheet to Xeno in 1-click using ready workflows on Integrately, or ask Integrately AI to build your custom flow. It also works with Slack, Google Sheets, HubSpot, and 1,500+ other apps.
Can I automatically sync new Xeno chat conversations to Smartsheet rows?
Can I connect Smartsheet, Xeno, and Slack?
What is a good Zapier alternative for Smartsheet and Xeno?
How do Smartsheet attachments or comments trigger workflows?
Can I update Xeno contacts when Smartsheet rows change?
Do I need coding skills to automate Smartsheet and Xeno?
Is the Smartsheet and Xeno integration free?
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?
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