Smartsheet + ClickFunnels Integrations

How to connect Smartsheet + ClickFunnels

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Supported triggers and actions

What does this mean?

Updated Row
Triggers when a row is updated.
Trigger
Scheduled
New Attachment
Triggers when a new attachment is added to a row.
Trigger
Scheduled
New Comment
Triggers when a new comment is added.
Trigger
Scheduled
New Row
Triggers when a new row is added.
Trigger
Scheduled
Create Workspace
Creates a Workspace.
Action
Write
Add Attachment to Row
Adds a file attachment to a row.
Action
Write
Add Discussion to Row
Adds discussion to row.
Action
Write
Add Row to Sheet
Add a row to a sheet.
Action
Write
Smartsheet
Copies folder to another destination.
Scheduled
Action
Smartsheet
Copies row to another sheet.
Scheduled
Action
Smartsheet
Creates a copy of the specified Workspace.
Scheduled
Action
Smartsheet
Moves row to another sheet.
Scheduled
Action
Smartsheet
Create a new sheet from an existing sheet.
Scheduled
Action
Smartsheet
Create a new sheet from a template.
Scheduled
Action
Smartsheet
Update an existing row with new values. Requires a row ID.
Scheduled
Action
Smartsheet
Send a row via email.
Scheduled
Action
Smartsheet
Send a sheet via email (as PDF or Excel).
Scheduled
Action
Smartsheet
Share a sheet.
Scheduled
Action
Smartsheet
Share a workspace.
Scheduled
Action
ClickFunnels
Triggers when Contact activity record is created.
Instant
Trigger
ClickFunnels
Triggers when a failed Purchase is made in a Funnel.
Instant
Trigger
ClickFunnels
Triggers when a successful Purchase is made in a Funnel.
Instant
Trigger
ClickFunnels
Add a Contact Profile Email to a List.
Scheduled
Action
ClickFunnels
Add a Tag to a Contact Profile by Email.
Scheduled
Action
ClickFunnels
Creates a new opt-in for an email.
Scheduled
Action
ClickFunnels
Create or update a Contact Profile for an email.
Scheduled
Action
ClickFunnels
Remove a Contact Profile Email from List.
Scheduled
Action
ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
ClickFunnels
Find or Create Contact Profile
Scheduled
Action

How Smartsheet + ClickFunnels Integrations Work

Step 1: Authenticate Smartsheet and ClickFunnels.
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.

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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.