Spreadsheets & Data

When a new lead is identified in Happierleads, create a new record in Smartsheet

Each lead identified by Happierleads becomes a new row in Smartsheet, giving your team a shared sheet of prospects to follow up on.

Happierleads

Smartsheet

~5 min setup used by 1.4k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Happierleads → Smartsheet

2 steps

TRIGGER

Happierleads · New Lead

The workflow starts automatically when triggered when a new lead is identified in Happierleads. FlowMattic captures that data for the steps below.

ACTION

Smartsheet · Add Row to Sheet

Smartsheet — adds rows to the sheet. Data is mapped from earlier steps; connect your Smartsheet account on import.

Why this workflow

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

Other ready-to-import automations from the FlowMattic library.