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Connect Happierleads and Smartsheet

Use Happierleads and Smartsheet in the same FlowMattic workflow. Below are the triggers and actions both integrations offer; pick one of each to see how the two connect.

5 triggers 16 actions 1 ready-made template Unlimited runs

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When this happens in Happierleads1 trigger

Do this in Smartsheet16 actions

1. TriggerNew Lead
2. ActionAdd Discussion to Row

When Happierleads fires New Lead, FlowMattic runs Add Discussion to Row in Smartsheet with the data from that event.

You build this in the FlowMattic workflow builder on your own site.

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Happierleads app icon

Happierleads

Integration page

Triggers (1)

  • New LeadTriggered when a new lead is identified.
Smartsheet app icon

Smartsheet

Integration page

Triggers (4)

  • New AttachmentTriggers when a new attachment is added to a row.
  • New CommentTriggers when a new comment is added.
  • New RowTriggers when a new row is added.
  • Updated RowTriggers when a row is updated.

Actions (16)

  • Add Discussion to RowAdds a discussion to row.
  • Add Row to SheetAdds rows to the sheet.
  • Add Attachment to RowAdds a file attachment to a row.
  • Copy FolderCopies the folder.
  • Copy WorkspaceCopies the workspace.
  • Create WorkspaceCreate a workspace.
  • Move Row To Another SheetMoves row to another sheet.
  • Copy Row To Another SheetCopies row to another sheet.
  • Update Existing RowUpdate existing row in a sheet with new values.
  • New Sheet From Existing SheetCreate a new sheet from the existing sheet.
  • New Sheet From TemplateCreate a new sheet from the template.
  • Share SheetShares a sheet.
  • Share WorkspaceShares a workspace.
  • Send SheetSend a sheet via email (as PDF or Excel).
  • Send RowSend a row via email.
  • Get RowGet specific row of a sheet.

Start automating Happierleads and Smartsheet

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

30-day money-back guarantee Unlimited workflows and runs Self-hosted

Happierleads integration 1.0, Smartsheet integration 1.0.

Customers who run it every day

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Was spending much more on Zapier and running out of tasks, now have unlimited tasks. Team is continuing to add integrations and taking feedback. Creator of company is ultra responsive to emails and helpful always.

Brad U.

It's an exceptional product. Works great and extremely valuable. I saved thousands of dollard on Zapier, as Flowmattic makes me able to host the automation myself. And very deeply integrates with the products I need.