Quick summary
The HubSpot Smartsheet integration lets you sync data between HubSpot and Smartsheet directly from the HubSpot App Marketplace, keeping your CRM and project management workflows aligned in real time. Follow the steps below to install the Smartsheet app, authorize access, and establish a live data connection.
Steps
- Navigate to the App Marketplace in HubSpot by clicking the store icon in the top-right corner.
- Search for "Smartsheet" in the marketplace search bar and select it from the results.
- Click the Install app button to begin the installation process.
- In the pop-up that appears, click Connect to Smartsheet to initiate the account connection.
- Grant the required permissions by clicking Allow to authorize HubSpot access to your Smartsheet account.
- In the next pop-up, click the Set up sync button to configure your data synchronization settings.
- Complete the setup by establishing a data connection between HubSpot and Smartsheet to enable ongoing sync.
