Marketo + Smartsheet + Gravity Forms Integrations

How to connect Marketo + Smartsheet + Gravity Forms

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Do even more with Marketo + Smartsheet + Gravity Forms

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Marketo, Smartsheet, and Gravity Forms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Additional Fields
  When a new lead's record is found, we will retrieve the lead's name (first and last), and e-mail. Select any additional fields to be retrieved.
- List
  Only trigger if the new lead is added to this list.
Trigger
Scheduled
Try It
- Partition
  The lead partition to use (if any) when creating this lead.
Action
Write
- E-Mail AddressRequired
- Workspace
  The workspace to search for this lead.
- Partition
  The lead partition to use (if any) when creating this lead.
Action
Search or write
- Choose a SheetRequired
  Select a Sheet to monitor for new rows.
Trigger
Scheduled
Try It
- Choose a SheetRequired
  Select a Sheet to monitor for new rows.
Trigger
Scheduled
Try It

- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
  Select a sheet to add a row to.
- Add Row to Top or Bottom
  Select whether to add the row to top or bottom of the sheet.
Action
Write

- Choose Source SheetRequired
  Select source sheet.
- Choose a Destination SheetRequired
  Select destination sheet.
- Choose RowRequired
  Select row to be copy.
Action
Write
- Choose Source SheetRequired
  Select source sheet.
- Choose a Destination SheetRequired
  Select destination sheet.
- Choose RowRequired
  Select row to be moved.
Action
Write
- DestinationRequired
  Select your personal Sheets folder or a Workspace.
- TemplateRequired
  Select a template to use.
- Copy Cells?Required
  Copy the cells from the template?
- Copy Attachments?Required
  Copy the attachments from the template?
- Copy Discussions?Required
  Copy the discussions from the template?
- Sheet NameRequired
  The name of the new sheet.
Action
Write
- Choose a SheetRequired
  Select a sheet to send.
- Email Address(es)Required
  Email addresses of recipient(s). If more than one, must be a comma-separated list.
- Choose RowRequired
  Select row to be sent.
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
- Include Attachments ?
  Do you want to include attachments?
- Include Discussions ?
  Do you want to include discussions?
Action
Write
- Choose a SheetRequired
  Select which sheet you would like to share.
- Email Address(es) to Share ToRequired
  Email addresses of person(s) to share to. If more than one, must be a comma-separated list.
- Access LevelRequired
- Notify via Email?Required
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
Action
Write
- Api Docs Info
  API docs for Smartsheet are located here https://smartsheet-platform.github.io/api-docs/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- FormRequired
Action
Write

- ListRequired
  The list to which the lead will be added.
- LeadRequired
  This is the Lead's ID, which can be specified using one of the following:
  • Select Use a Custom Value and use the + button to select the Lead's ID field from a previous Create or Update Lead step in this Zap
  • Use the button Add a Search Step to find the Lead's ID.
Action
Write
- E-Mail AddressRequired
- Workspace
  The workspace to search for this lead.
Action
Search
- Choose a SheetRequired
  Select a Sheet to monitor for updated rows.
Trigger
Scheduled
Try It
- Choose a SheetRequired
  Select a Sheet to monitor for new rows.
Trigger
Scheduled
Try It
- Workspace NameRequired
  Enter workspace name.
Action
Write
- Choose a SheetRequired
  Select a sheet to add a row to.
- RowRequired
  Select row to add discussion.
- TitleRequired
  Enter discussion title.
- CommentRequired
  Enter discussion comments.
Action
Write
- Source FolderRequired
  Select source Folder.
- Destination FolderRequired
  Select destination folder.
- New Folder NameRequired
  New folder name.
Action
Write
- WorkspaceRequired
  Select workspace to be copy.
- New NameRequired
  New workspace name.
- What to Include?
  Choose elements to copy, Select "All" for copying all data.
- Skip Remap
  Choose references to NOT re-map for the newly created workspace.
Action
Write
- DestinationRequired
  Select your Workspace.
- Sheet to CopyRequired
  Select the sheet to copy.
- Copy Cells?Required
  Copy the cells from the source sheet?
- Copy Attachments?Required
  Copy the attachments from the source sheet?
- Copy Discussions?Required
  Copy the discussions from the source sheet?
- Sheet NameRequired
  The name of the new sheet.
Action
Write
- Choose a SheetRequired
- Row IDRequired
  Provide a row ID. When paired with Smartsheet's "Updated Row" trigger, this is the "Original ID" field.
Action
Write
- Choose a SheetRequired
  Select a sheet to send.
- Email Address(es)Required
  Email addresses of recipient(s). If more than one, must be a comma-separated list.
- FormatRequired
  Select file format for the attachment.
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
- Paper Size
  Choose paper size.
Action
Write
- Choose a WorkspaceRequired
  Select which workspace you would like to share.
- Email Address(es) to Share ToRequired
  Email addresses of person(s) to share to. If more than one, must be a comma-separated list.
- Access LevelRequired
- Notify via Email?Required
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
Action
Write
- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
Write

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How Marketo + Smartsheet + Gravity Forms Integrations Work

Step 1: Authenticate Marketo, Smartsheet, and Gravity Forms.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Marketo + Smartsheet + Gravity Forms

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

Learn more

Related categories

Marketing Automation

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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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Spreadsheets

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About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more

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Marketo + Smartsheet + Gravity Forms Integrations

How to connect Marketo + Smartsheet + Gravity Forms

Do even more with Marketo + Smartsheet + Gravity Forms

New Lead

Additional Fields

List

Create or Update Lead

Partition

Find or Create Lead

E-Mail AddressRequired

Workspace

Partition

New Attachment

Choose a SheetRequired

New Row

Choose a SheetRequired

Add Attachment to Row

SheetRequired

RowRequired

File AttachmentRequired

Add Row to Sheet

Choose a SheetRequired

Add Row to Top or Bottom

Copy Row

Choose Source SheetRequired

Choose a Destination SheetRequired

Choose RowRequired

Move Row

Choose Source SheetRequired

Choose a Destination SheetRequired

Choose RowRequired

New Sheet From Template

DestinationRequired

TemplateRequired

Copy Cells?Required

Copy Attachments?Required

Copy Discussions?Required

Sheet NameRequired

Send Row

Choose a SheetRequired

Email Address(es)Required

Choose RowRequired

Email Subject

Message

CC Me?

Include Attachments ?

Include Discussions ?

Share Sheet

Choose a SheetRequired

Email Address(es) to Share ToRequired

Access LevelRequired

Notify via Email?Required

Email Subject

Message

CC Me?

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Create Entry

FormRequired

Add Lead to List

ListRequired

LeadRequired

Find Lead

E-Mail AddressRequired

Workspace

Updated Row

Choose a SheetRequired

New Comment

Choose a SheetRequired

Create Workspace

Workspace NameRequired

Add Discussion to Row

Choose a SheetRequired

RowRequired