INTEGRATIONS

Manage work across your tools by integrating with Smartsheet

Deliver new business insights and find new operational efficiencies by integrating with the tools your team is already using.

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Simple data connections between any system and Smartsheet

Smartsheet Data Shuttle can create automated CSV and XLSX imports of data from most systems into Smartsheet. Follow our updated help content to get started today.

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Key benefits

Unlock siloed data

Create integrated connections between Smartsheet and your other business systems to make more informed, data-driven decisions.

Meet your team where they work

Your business is complex — so are your teams. Different teams have differing needs for tools and data. Use Smartsheet integrations to create that visibility between systems so stakeholders all have the data they need to get their work done.

Automate across platforms

Ensure accurate and efficient completion of business processes with easy-to-configure, secure data transfers between Smartsheet and other systems.

Use built-in comment features within Smartsheet and integrate with leading communication tools like Slack and Microsoft Teams.
Create charts from Smartsheet and other data, and embed Power BI and Tableau analytics into Smartsheet dashboards and WorkApps.
Use built-in content collaboration features and Smartsheet integrations with Adobe Creative Cloud and digital asset management tools to streamline content creation and management.
Use your Salesforce customer data with Smartsheet Control Center to auto-create project plans when deals close.
Provide stakeholders with ticket and request status through Smartsheet dashboards using data from systems like Jira or legacy systems via Data Shuttle.
Integrate with leading enterprise IT tools you already use, like Okta and Microsoft Entra ID (formerly Azure Active Directory), to seamlessly manage users and permissions in Smartsheet.

Visualize, scale, and sync data from your enterprise systems of record

Tableau

Visualize your Smartsheet data in Tableau for more ways to identify, analyze, and take action on your data.

Power BI

Gain valuable insights into your work with the Smartsheet desktop connector for Power BI.

Jira Software

Manage work across platforms and programs to reduce duplicate efforts from developers and provide the visibility and summaries needed by stakeholders throughout the business.

Salesforce

Visualize your sales and pipeline data, make informed decisions, and align sales and implementation teams for efficient, successful delivery of your products and services.

Microsoft Dynamics 365

Synchronize entities and collaborate on your customer data with Smartsheet.

ServiceNow

Give stakeholders the insight they need into projects by importing critical data from ServiceNow to Smartsheet.

Workday

Leverage Workday data across your Smartsheet environment.

SAP BusinessObjects Business Intelligence

Make better business decisions by leveraging your SAP BO data in Smartsheet.

SAP ERP

Bring enterprise resource planning data into Smartsheet for better reporting and analytics.

Communicate in the context of your work

Conversations

Smartsheet conversations keep important discussions organized and in context — right where you manage work so your team can take action and achieve more, faster.

Alerts & notifications

Automate workflows to share information fast, pivot, and achieve more while saving time on manual tasks.

Slack

Keep the context and agility of Slack while gaining the flexibility to collaborate and execute on work in Smartsheet by receiving alerts about changes in your sheets.

Microsoft Teams

Get alerts, send messages to channels, or embed Smartsheet content in your channel tabs to stay informed.

Streamline how your team manages and reviews content production

Adobe Creative Cloud

Empower creative and marketing teams to collaborate on assets with the Smartsheet extension for Adobe Creative Cloud.

Document Builder

Save time and remove the manual, error-prone steps needed to create customized documents with sheet data.

DocuSign

Create documents, send them for signature, and track signing statuses — all from Smartsheet — to save time, reduce costs and errors, and drive your business forward.

Grammarly

Drive projects forward and keep stakeholders informed. Create new Smartsheet tasks or search and link to existing ones from wherever you’re writing.

Proofing

Streamline and manage content creation and approval directly in Smartsheet.

LucidSpark

Collaborate with your team on a virtual whiteboard and then automatically turn those ideas into structured project plans with the Lucidspark for Smartsheet integration.

Miro

Combine the flexibility of a virtual whiteboard with the work management and automation capabilities of Smartsheet.

Automate business processes across platforms

Bridge

Create flexible workflows that fit your business processes in a low-code interface for simple, powerful process automation.

Zapier

Connect to over 3,000 apps for automated workflows without any code.

UiPath

Automate end-to-end processes in and around Smartsheet with an API-based integration.

Power Automate

Streamline repetitive tasks and paperless processes so you can focus your attention where it’s most needed with Microsoft Power Automate.

Workato

Automate your work. A single platform for integration & workflow automation across your organization.

Tray.io

Integrate your entire stack with the leading general automation platform.

Manage and track access to your data

Skyhigh Security

Find and help remediate sensitive data violations by using Skyhigh Security for threat and anomaly detection along with data loss prevention (DLP) policies.

Directory integration

Centrally manage users, licensing, and profile attributes through integration with Okta or Microsoft Entra ID (formerly Azure Active Directory).

Microsoft Defender

Identify and combat cyberthreats across your cloud services with Defender for Cloud Apps, a cloud access security broker (CASB) solution that provides multifunction visibility, control over data travel, and sophisticated analytics.

See a full list of Smartsheet integrations

With Smartsheet, you can have everything. You can grab things from Power BI or Google Sheets and connect it with Jira and all these applications and systems. It’s like the glue for what you need to do. [...] It’s the single platform for collaboration, the deliverables and even workflows.

DJ Krebsbach

Chief Culture Officer, Dell Boomi

Read their story

Customer stories

Colliers International

Colliers Drives Automation and Gives Real Estate Brokers Better Data with Smartsheet and HubSpot Integration

NSCC International scales news heights with Smartsheet

NSCC International implemented Smartsheet with the help of Accienta to streamline reporting and have real-time views of costs, material usage, and projected revenue. This has reduced time spent on tasks by 50%.

Additional resources

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Security, governance, and compliance announcements for more control over data

Discover how these security-specific announcements provide customers more control over their data, as explained by our VP of Information Security.

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Marketing management software integrations

Discover how Smartsheet makes it easy to integrate with the rest of your marketing technology stack.

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Top Smartsheet Integrations

In today’s remote and asynchronous work environment, your teams operate across dozens of systems — using a variety of tools to communicate, collaborate, house enterprise data, and analyze inputs for informed decisions.