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How Zapier works

Zapier makes it easy to integrate HubSpot with Smartsheet - no code necessary. See how you can get setup in minutes.

Select a trigger from HubSpot

A trigger is an event that starts your Zap and runs the workflow. For example, with HubSpot, a trigger could be "New Company."
A trigger is the event that kicks off your automated workflow.

Setup an action from Smartsheet

An action is what takes place after the automation is triggered. For example, with Smartsheet, the action could be "Create Workspace."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected HubSpot to Smartsheet

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Frequently Asked Questions about HubSpot + Smartsheet integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Smartsheet

How do I connect HubSpot with Smartsheet?

To connect HubSpot with Smartsheet, you'll need to use an integration platform like ours that supports both applications. The connection usually requires authentication from each tool. Once authenticated, you can set up automated workflows in our interface.

What triggers are available when integrating HubSpot with Smartsheet?

When integrating HubSpot with Smartsheet, common triggers include new contacts, updated contacts, form submissions in HubSpot, or specific deal stages being reached. These triggers can initiate actions in Smartsheet such as adding a new row or updating an existing one.

Can I update existing rows in Smartsheet using data from HubSpot?

Yes, you can update existing rows in Smartsheet using data from HubSpot through our integration. By setting up a corresponding trigger in HubSpot, such as a change in contact property or deal stage, you can map the data fields to update your existing rows automatically.

Are there any limitations when integrating these platforms?

While our integration aims to be comprehensive, some limitations exist based on API capabilities of both platforms. For example, certain complex field types in either system may not map directly across tools and require workarounds.

How do actions work in the integration between HubSpot and Smartsheet?

Actions serve as the output of workflows triggered through our integration. For instance, when a new contact is added to HubSpot and serves as a trigger, an action could be set for creating a new row or updating a project plan in Smartsheet automatically.

What should I do if my data doesn't sync properly between the two systems?

If you encounter any sync issues between HubSpot and Smartsheet after setting up your integrations with us, confirm that all fields are mapped correctly and that API permissions are correctly configured. Further troubleshooting can be done by reviewing log files for errors or reaching out for support if needed.

Can specific fields be mapped between HubSpot and Smartsheet during the integration setup?

Yes, during the setup of your integration through our platform, you can specifically map which fields from HubSpot should correspond to particular columns in Smartsheet. This ensures that only relevant information is shared between platforms.

Practical ways you can use HubSpot and Smartsheet

Sales performance reporting

Automatically generate weekly or monthly sales performance reports using data from various sources to simplify business decision-making.

Business Owner
Incident ticket prioritization

Automate the prioritization and assignment of IT incident tickets based on predefined criteria such as severity and urgency.

IT
Automating email campaigns

Streamline email marketing by setting triggers for specific customer actions to automatically send personalized email campaigns.

Marketing & Marketing Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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Learn how to automate HubSpot on the Zapier blog

Learn how to automate Smartsheet on the Zapier blog

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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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