Smartsheet + ClickFunnels + Mailchimp Integrations
How to connect Smartsheet + ClickFunnels + Mailchimp
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Do even more with Smartsheet + ClickFunnels + Mailchimp
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 Mailchimp. 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 appAudience
LinkRequired
Select a link from your campaign to track. It's not currently possible to trigger on all link clicks for a campaign with a single Zap.
Trigger on every click from a subscriber?
If no (and by default) this trigger will only fire the first time a user clicks a link in your campaign.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStoreRequired
To prevent timeout errors, please ensure the list of customers for this store does not exceed 3000.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStore
If specified, will only trigger on orders created in this store. Otherwise, will default to all orders in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
Segment or TagRequired
To prevent timeouts, please ensure the list of subscribers in the segment/tag does not exceed 3000.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaign Name
AudienceRequired
Select the audience you want to send the campaign to.
Segment or Tag
Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
Email SubjectRequired
Preview Text
This snippet will appear in the inbox after the subject line.
From NameRequired
From Email AddressRequired
To Name
Supports
*|MERGETAGS|*for recipient name, such as*|FNAME|*,*|LNAME|*,*|FNAME|* *|LNAME|*, etc.Template
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Email Content (HTML)
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
The email address of the subscriber for the custom event. The email address must already be subscribed to the audience.
Custom Event NameRequired
Must be 2-30 characters in length. Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters will be ignored.
Properties
Additional properties for this event (e.g. "User Type: Premium", "Preferred Communication: Email", etc). Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters in the first column only will be ignored.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to unsubscribe from this audience.
Delete Member
Completely delete this contact from MailChimp? (No: just unsubscribe them)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
A Custom Value is typically used here to pass in the Campaign ID from a "Create Campaign" or "Find Campaign" step. Learn more
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
The tag to which the subscriber will be added.
Email AddressRequired
The email address of the person you want to add to this segment. Note: the email address must already be subscribed to the audience, or this will fail.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
The name of the Campaign to find
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
The name of the Campaign to find
Campaign Name
AudienceRequired
Select the audience you want to send the campaign to.
Segment or Tag
Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
Email SubjectRequired
Preview Text
This snippet will appear in the inbox after the subject line.
From NameRequired
From Email AddressRequired
To Name
Supports
*|MERGETAGS|*for recipient name, such as*|FNAME|*,*|LNAME|*,*|FNAME|* *|LNAME|*, etc.Template
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Email Content (HTML)
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchRequired
The email address of the Subscriber you want to find.
Audience
Limit your search to this specific Audience.
AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
Double Opt-In
If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
Update Existing
If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
Replace Groups
Determines what changes to make to the subscriber's groups/interests.
- Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
- Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
- Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
Groups
Language Code
This should be a two letter language code (ISO639-1) See here for the list of language codes.
Tag(s)
The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
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
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 foundAudience
Trigger on every open from a subscriber?
If no (and by default) this trigger will only fire the first time a user opens an email.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
Note About Samples
When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Note About Samples
When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Tag nameRequired
Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
Double Opt-In
If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
Update Existing
If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
Replace Groups
Determines what changes to make to the subscriber's groups/interests.
- Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
- Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
- Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
Groups
Language Code
This should be a two letter language code (ISO639-1) See here for the list of language codes.
Tag(s)
The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
Email AddressRequired
The email address of the person you want to remove from this tag. Note: the email address must already be subscribed to the audience, or this will fail.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
The email address of the subscriber you want to add a note to. The email address must already be subscribed to the audience.
NoteRequired
The content of the note. Note length is limited to 1,000 characters.
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 Mailchimp are located here https://mailchimp.com/developer/reference/
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.StoreRequired
Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
The email address of the Subscriber you want to find.
Audience
Limit your search to this specific Audience.
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
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
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
How Smartsheet + ClickFunnels + Mailchimp Integrations Work
- Step 1: Authenticate Smartsheet, ClickFunnels, and Mailchimp.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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