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SmartSheet + HubSpot Integration
Smartsheet is a work-management/spreadsheet platform. Our integration connects row records, projects and sheet datas with HubSpot, moving data both ways for reporting and automation.Method: Export/Import + Alpha/Delta migration (work-management/spreadsheet), matched on name/website.
Built: Rows → Contacts/Companies/Deals; sheet data → Custom Objects; field-level mapping.
In plain terms: We've moved Smartsheet rows into HubSpot records — matched by name or website so nothing duplicates — and can turn whole sheets into custom objects. That brings structured data into the CRM instead of leaving it in separate spreadsheets, so teams work from one system rather than copying between the two.
- Data & Cloud
- Middleware
Planning a SmartSheet + HubSpot integration?
Tell us which SmartSheet systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which SmartSheet systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | SmartSheet Object | Direction |
|---|---|---|
| Company / Contacts | Row records | External → HubSpot |
| Deals | Project / Opportunity row | External → HubSpot |
| Custom Objects | Sheet data | External → HubSpot |
Use Cases
Rows into Records
Smartsheet rows become HubSpot contacts, companies or deals, matched by name or website so nothing duplicates — spreadsheet data lands as structured records.
Smartsheet Rows → HubSpot RecordsSheets as Custom Objects
Whole sheets can become HubSpot custom objects, so data that doesn't fit a contact or deal still lives in the CRM with the right structure.
Smartsheet Sheet → HubSpot Custom ObjectField-Level Mapping
Columns map to matching HubSpot properties, so information arrives clean and ready to segment and report on — not as a raw paste.
Smartsheet Columns → HubSpot PropertiesFeatures
- Row → record migration
- Sheet → object mapping
- Export/Import + Alpha/Delta
- Field-level mapping
- De-dup on name/website
- Reporting in HubSpot
Frequently Asked Questions
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How does the SmartSheet HubSpot integration work?
Smartsheet is a work-management/spreadsheet platform. We migrate its rows and sheets into HubSpot objects using our Alpha/Delta process (export/import or API), matching on name or website.
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What data can I sync between SmartSheet and HubSpot?
Rows → Contacts/Companies/Deals and sheet data → Custom Objects.
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Can the integration be customized to our SmartSheet setup?
Yes. Which sheets/columns map to which HubSpot objects is scoped to your Smartsheet setup.