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Set up your first integration
Quickly connect Smartsheet to Gainsight with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Smartsheet with Gainsight - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Get Reports" from Smartsheet.
Add your action
An action happens after the trigger—such as "Create or Update Company" in Gainsight.
You’re connected!
Zapier seamlessly connects Smartsheet and Gainsight, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Get Reports
[PRIVATE] Generates report list for dropdown.
Try ItTriggerPolling - Choose a SheetRequired
Try ItTriggerPolling- Select a ReportRequired
Try ItTriggerPolling- Workspace NameRequired
ActionWrite
- Choose a SheetRequired
Try ItTriggerPolling- Choose a SheetRequired
Try ItTriggerPolling- Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Try ItTriggerInstant - SheetRequired
- RowRequired
- File AttachmentRequired
ActionWrite
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Connect Smartsheet and Gainsight to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Smartsheet on the Zapier blog
Frequently Asked Questions about Smartsheet + Gainsight integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Smartsheet and Gainsight
How do I set up an integration between Smartsheet and Gainsight?
To set up an integration, you'll typically use a platform like ours to create a workflow where Smartsheet triggers certain actions in Gainsight. For instance, when a new row is added in Smartsheet, it can trigger an update or creation of a record in Gainsight.
What triggers are available for the Smartsheet and Gainsight integration?
Our platform allows several triggers from Smartsheet such as 'New Row', 'Updated Row', and 'Row Deleted'. These events can be used to execute actions in Gainsight like updating customer health scores or adding timeline activities.
Are there specific actions I can automate in Gainsight using data from Smartsheet?
Yes! You can automate various actions in Gainsight such as creating new records, updating existing ones, adding notes to customer's accounts, or even sending automated emails based on changes or additions in your Smartsheet data.
Can I use conditional logic when integrating Smartsheet with Gainsight?
Absolutely! Our integration supports conditional logic which means you can specify conditions under which certain actions should be triggered. For example, you might want an action in Gainsight only if a particular cell value in Smartsheet meets specific criteria.
Is it possible to map fields between Smartsheet and Gainsight during integration?
Yes, during the setup of your integration, you can map fields from Smartsheet to corresponding fields in Gainsight to ensure that data flows correctly between the two applications.
How do we handle errors during integration between these two platforms?
When integrating Smartsheet with Gainsight through our platform, error handling is provided by mapping out steps that occur upon failure. We also provide detailed logs so you can troubleshoot effectively if something goes wrong during the data transfer.
Can this integration work bi-directionally or only one way?
Our system supports both one-way and bi-directional integrations. This means changes made either in Smartsheet or Gainsight can trigger updates across both platforms based on how you've configured the workflow.
