Connect LeadConnector and Smartsheet to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
Choose an Action
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Ready to use LeadConnector and Smartsheet automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact is created.
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
Do thisActions
Action is the task that follows automatically within your LeadConnector integrations.
Create Task
Create a task for a contact.
Add/Remove Tags to Contact
Add or remove one or more tags to a specific contact in LeadConnector (GoHighLevel). Supports searching the contact by email or phone and handles both add and remove operations.
Update Task
Update an existing task's title, details, due date, assignee, or completion status.
Search Task
Retrieve the details of an existing task.
Create Contact
Creates a new contact in LeadConnector.
Update Contact
Update the details of existing contact.
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Frequently Asked Questions
To start, connect both your LeadConnector and Smartsheet accounts to viaSocket. Once connected, you can set up a workflow where an event in LeadConnector triggers actions in Smartsheet (or vice versa).
Absolutely. You can customize how LeadConnector data is recorded in Smartsheet. This includes choosing which data fields go into which fields of Smartsheet, setting up custom formats, and filtering out unwanted information.
The data sync between LeadConnector and Smartsheet typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between LeadConnector and Smartsheet. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
Learn MoreAbout Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
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