Linking contacts from sheet A to sheet B


I am trying to connect contacts from Sheet A to a workflow automated message from a form in Sheet B. Is something like this possible?


Sheet A is a database of people listing names, skills, locations, emails, etc. Sheet B is fed by a form, I would like new rows to trigger a workflow to send an automatic message to a subset of the people in Sheet A based on the criteria that are chosen in the form. How can I connect the contacts from Sheet A to sheet B? Is there an alternative workaround for this? It seems that I can only choose contacts for the Sheet B workflow from Sheet B, but it doesn't make sense to co-mingle the people data with the message request data onto a single sheet.


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @LizTo

    I hope you're well and safe!

    Yes, you can "connect" them by using cross-sheet formulas and have them trigger a time-based workflow.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • LizTo
    LizTo ✭✭✭✭✭

    Hi @Andrée Starå , thank you for the response!

    I think I understand. Are you suggesting adding another column to Sheet B, that would have a cross-sheet formula importing the relevant contacts from Sheet A?

    Which formula is the best to use in this case, COLLECT?

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