Connect NextLead and Smartsheet
Integrate NextLead with Smartsheet to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Attachment to Row in Smartsheet when Contact Added to List in NextLead
Copy Row in Smartsheet when Contact Added to List in NextLead
Move Row in Smartsheet when Contact Added to List in NextLead
Add Discussion to Row in Smartsheet when Contact Added to List in NextLead
Create Workspace in Smartsheet when Contact Added to List in NextLead
Popular NextLead + Smartsheet flows
Start from a real workflow other teams are already running.
Choose a trigger
NextLead
When this happens...
Contact Added to List
Choose an action
Smartsheet
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Add Attachment to Row in Smartsheet when Contact Added to List in NextLead
Use this flowCopy Row in Smartsheet when Contact Added to List in NextLead
Use this flowMove Row in Smartsheet when Contact Added to List in NextLead
Use this flowAdd Discussion to Row in Smartsheet when Contact Added to List in NextLead
Use this flowCreate Workspace in Smartsheet when Contact Added to List in NextLead
Use this flowSend Row to Smartsheet when Contact Added to List in NextLead
Use this flowSend Sheet using Smartsheet when Contact Added to List in NextLead
Use this flowFind sheet Row in Smartsheet when Contact Added to List in NextLead
Use this flowCreate Contact in NextLead when New Row in Smartsheet
Use this flowCreate a sale in NextLead when New Row in Smartsheet
Use this flowSupported Triggers & Actions
Everything you can automate between NextLead and Smartsheet.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
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 NextLead integrations.
Create Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
Create lead structure
Create a new lead structure in NextLead using the data you provide.
Delete Contact
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Delete a sales deal
Remove a sales deal from your NextLead account.
Delete Structure
Deletes a structure (company record) from NextLead by Name or SIRET ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your NextLead and Smartsheet accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between NextLead and Smartsheet as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Smartsheet. No coding required.
Yes. You can set up a workflow where NextLead triggers actions in Smartsheet, and a separate workflow where Smartsheet triggers actions in NextLead. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between NextLead and Smartsheet. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire NextLead and Smartsheet integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
