Integrations
Discussion List
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Merge all attachments of a sheet into one PDF?
Is there any way to automate merging all of the attachments of a sheet into one PDF? I was thinking of using zapier or Microsoft Flow but I haven't been able to figure out a good and simple way to. Ultimately I want the end users to be able to do so with only one trigger (after the sheet has all of the attachments.) Thanks…
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Integration of interactive maps into Smartsheet.EU
Hello everyone, I hope you are all doing well! We are currently looking for a way to integrate maps into Smartsheet.EU (based on a database of distribution partners managed in Smartsheet). The purpose would be to filter locations (e.g. by postcode) to get a quick overview of possible partners for a given area and to…
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How do you use Smartsheet with Microsoft Teams?
Hey Community! I've been playing around with the Teams integration and like the base functionality it provides, but I'm curious about how others have used it! What have you used the Teams integration for? What have you created with this integration that has made things easier for others? I love hearing about other people's…
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Has anyone been able to get the Claude connector read write permissions?
How did you do this? I have had a support ticket in since the beginning of last week. It is still unassigned and I can't get my Smartsheet rep to respond to my inquiries.
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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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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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Upcoming Deprecation of Smartsheet's Integration with Google Chat
Hi Community, We will be deprecating the Smartsheet Integration with Google Chat on May 29, 2026. What this means for you: After May 29, 2026, any users who already have the Google Chat integration installed will stop receiving notifications, updates, and requests from the Smartsheet chat bot in Google Chat. However, they…
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Power Automate and Smartsheet
I want to use Power Automate to send a professionally formatted email with Smartsheet data embedded in it. For example, Power Automate would receive the person's name, email, and pre-filled form's link text (instead of a long URL) and compose/send an email. I know Zapier can do this, but our team doesn't want to pay for…
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Conditional Logic in Forms
I’ve started building a form in Smartsheet using the Smartsheet Form Builder, and the responses are successfully populating my sheet. The challenge I’m running into is creating conditional logic within the form to narrow down selections. For example, if a user selects a state (such as Florida), I’d like the next question…
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Bridge workflow - add multiple rows with one api call
I have an incoming sheet (sheet 1) that gets entries through a userform and it allows users to request up to 5 items per form submission. Each item goes into its own column (Column1 through Column5). Then I have a bridge workflow that is triggered when a new row is added to sheet 1. This workflow creates a new row for each…