Smartsheet + ClickFunnels + Gmail Integrations
How to connect Smartsheet + ClickFunnels + Gmail
Zapier lets you send info between Smartsheet, ClickFunnels, and Gmail automatically—no code required.
Do even more with Smartsheet + ClickFunnels + Gmail
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 Smartsheet, ClickFunnels, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.
Choose a SheetRequired
Select a Sheet to monitor for updated rows.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChoose a SheetRequired
Select a Sheet to monitor for new rows.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspace NameRequired
Enter workspace name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source FolderRequired
Select source Folder.
Destination FolderRequired
Select destination folder.
New Folder NameRequired
New folder name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Row IDRequired
Provide a row ID. When paired with Smartsheet's "Updated Row" trigger, this is the "Original ID" field.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Funnel
Which Funnel should we watch for new Contacts?
Funnel Step
Which Funnel Step should we watch for new Contacts?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TagRequired
Tag string to add to contact profile.
EmailRequired
Email of contact profile to receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Tag to Add to Contact Profile.
EmailRequired
Email Address of Contact Profile that should receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Exact email search.
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel/Mailbox
Search String
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorsubject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSearch StringRequired
By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include
in:inbox.This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorin:inbox subject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Can have parents via a simple forward slash syntax: "Parent/Child"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Choose a SheetRequired
Select a Sheet to monitor for new rows.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChoose a SheetRequired
Select a Sheet to monitor for new rows.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSheetRequired
RowRequired
File AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose Source SheetRequired
Select source sheet.
Choose a Destination SheetRequired
Select destination sheet.
Choose RowRequired
Select row to be copy.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose Source SheetRequired
Select source sheet.
Choose a Destination SheetRequired
Select destination sheet.
Choose RowRequired
Select row to be moved.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FunnelRequired
Which Funnel Should we Opt Contact into?
Funnel StepRequired
Which Funnel Step is this contact going into?
PageRequired
The page associated with the opt-in.
EmailRequired
The email of the opt-in.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for ClickFunnels are located here https://apidocs.clickfunnels.com/
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel/Mailbox
(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Smartsheet + ClickFunnels + Gmail Integrations Work
- Step 1: Authenticate Smartsheet, ClickFunnels, and Gmail.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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