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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
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Power Platform impact of deprecated APIs
With the deprecated APIs is there any impact to the Smartsheet Actions implemented in Power Automate?
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Smartsheet ODBC, Tableau, and DataTable
Hello, We are trying to connect Smartsheet data in a Smartsheet DataTable to Tableau. We have too much data for a single Smartsheet sheet to hold all the data. Is there a way to pull data from a Smartsheet DataTable into Tableau? So far the methods considered are: Smartsheet ODBC connector Not seeing the DataTable as…
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Connect your Smartsheet data to Claude to get real-time insights and take action
March 2, 2026 You can now connect Smartsheet directly to Claude through our new MCP Server integration, enabling you to get real-time insights, understand project health, and take action on your work, all through conversation. Claude securely accesses live sheet data to analyze task progress, overdue items, and key risks —…
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Smartsheet Integration with MS TEAMS
Hello! I have created a collision calendar within Smartsheet Calendar and have it posted in a dashboard format on Smartsheet. I would like to add it as an app integration into a Microsoft TEAMS site. So, when a member of the TEAMS site goes to it they can easily click at the top beside "shared" or "files" and have a…
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Smartsheet for Slack and Microsoft Teams now generally available in AU and EU Regions!
February 11, 2026 Smartsheet’s integration with Microsoft Teams is now available for all users in the AU and EU Regions! This will enable users around the globe to collaborate where they work, moving projects forward seamlessly. Learn more. Environment Availability: All Plan Availability: All Subscription Model…
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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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Microsoft Teams Integrations - Option to Send Auto Alert to Group Chat instead of only Teams Channel
Within our organization, we utilize Microsoft Teams for almost all communications. I have been researching and troubleshooting for a bit and have found that automated alerts can only be sent to Teams Channels instead of Group Chats within Microsoft Teams. If I have misunderstood, or someone has an idea to bypass this,…
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Docusign Responses Not Showing in Sheet
Hello :) Any ideas as to why responses on a completed Docusign are not showing in Smartsheet? This is a video of the issue: Docusign Not Mapping.mp4 I've tried the below: Made sure the Docusign fields are mapped to Smartsheet columns Ensured the Docusign fields are tagged correctly Confirmed I used a template when sending…
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Embeding forms into a dashboard that is part of a Control Center Template Folder
Hi, I'm finding difficulties when trying to embed a form into a dashboard that is part of a template folder for control center. Due to the fact that this form is embeded through a link, the form keeps it's original destination sheet when a project gets provisioned and the new dashboard gets created. In other words,…