Smartsheet + ClickFunnels + Microsoft Outlook Integrations

How to connect Smartsheet + ClickFunnels + Microsoft Outlook

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Do even more with Smartsheet + ClickFunnels + Microsoft Outlook

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 Microsoft Outlook. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- 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
- Funnel
  Which Funnel should we watch for new Contacts?
- Funnel Step
  Which Funnel Step should we watch for new Contacts?
Trigger
Instant
Try It
- Funnel
  Which Funnel should we watch for new Purchases?
- Funnel Step
  Which Funnel Step should we watch for new Purchases?
Trigger
Instant
Try It
- TagRequired
  Tag string to add to contact profile.
- EmailRequired
  Email of contact profile to receive tag.
Action
Write
- EmailRequired
  The email for the contact profile.
Action
Write
- TagRequired
  Tag to Add to Contact Profile.
- EmailRequired
  Email Address of Contact Profile that should receive tag.
Action
Write
- EmailRequired
  Exact email search.
Action
Search
- Calendar
  If empty, will default to your default calendar.
- Time BeforeRequired
  How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Contact Folder
  To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.
Trigger
Scheduled
Try It
- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
Try It
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- From Email
  Leave this field blank to send from your own address. Use this field to send from a shared inbox you have access to.
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Api Docs Info
  API docs for Microsoft Outlook are located here https://docs.microsoft.com/en-us/graph/use-the-api
- 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
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
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
- Funnel
  Which Funnel should we watch for new Purchases?
- Funnel Step
  Which Funnel Step should we watch for new Purchases?
Trigger
Instant
Try It
- ListRequired
  Select the Static List to add a Contact Profile Email.
- EmailRequired
  Email Address of Contact Profile to add to List.
Action
Write
- 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.
Action
Write
- ListRequired
  Select the Static List to add a Contact Profile Email.
- EmailRequired
  Email Address of Contact Profile to add to List.
Action
Write
- 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.
Action
Write
- EmailRequired
  The email for the contact profile.
Action
Search or write
- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
Try It
- Shared Inbox
  Specify a shared inbox you have access to, otherwise read emails from your own inbox.
Trigger
Scheduled
Try It
- Calendar
  If empty, will default to your default calendar.
- SubjectRequired
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- All Day Event?
  If "true", we'll ignore the time entered in the start and end time fields. For example, 2019-03-25 6pm would become 2019-03-25.
- Description
  Allows HTML
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Contact Folder
  If empty, the dropdown below will only show contacts in your top level contactFolder.
- ContactRequired
- First Name
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when updating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when updating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when updating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
  If empty, will search for contacts in the default Contacts folder.
- First Name
- Last Name
- Email
Action
Search

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How Smartsheet + ClickFunnels + Microsoft Outlook Integrations Work

Step 1: Authenticate Smartsheet, ClickFunnels, and Microsoft Outlook.
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 Smartsheet + ClickFunnels + Microsoft Outlook

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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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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Smartsheet + ClickFunnels + Microsoft Outlook Integrations

How to connect Smartsheet + ClickFunnels + Microsoft Outlook

Do even more with Smartsheet + ClickFunnels + Microsoft Outlook

Updated Row

New Comment

Choose a SheetRequired

Create Workspace

Workspace NameRequired

Add Discussion to Row

Choose a SheetRequired

RowRequired

TitleRequired

CommentRequired

Copy Folder

Source FolderRequired

Destination FolderRequired

New Folder NameRequired

Copy Workspace

WorkspaceRequired

New NameRequired

What to Include?

Skip Remap

New Sheet From Existing Sheet

DestinationRequired

Sheet to CopyRequired

Copy Cells?Required

Copy Attachments?Required

Copy Discussions?Required

Sheet NameRequired

New Row Update

Choose a SheetRequired

Row IDRequired

Send Sheet

Choose a SheetRequired

Email Address(es)Required

FormatRequired

Email Subject

Message

CC Me?

Paper Size

Share Workspace

Choose a WorkspaceRequired

Email Address(es) to Share ToRequired

Access LevelRequired

Notify via Email?Required

Email Subject

Message

CC Me?

New Contact Activity

Funnel

Funnel Step

New Successful Purchase

Funnel

Funnel Step

Add Tag to Email

TagRequired

EmailRequired

Create Contact Profile

EmailRequired

Remove Tag From Email

TagRequired

EmailRequired

Find Contact Profile

EmailRequired

Calendar Event Start

Calendar

Time BeforeRequired

Time Before (Unit)Required

New Contact

Contact Folder

Updated Calendar Event

Calendar

Create Contact

Contact Folder

First NameRequired

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone