How to Integrate Smartsheet with Outlook

Quick summary

The Smartsheet for Outlook add-in lets you integrate Smartsheet directly into your Outlook inbox by installing it through the built-in Get Add-Ins store and authenticating with your Smartsheet account. Once connected, you can manage sheets and project data without ever leaving your email client.

Steps

1. Open an email in Outlook and click the Apps button to access add-in options.
2. Click Get Add-Ins to open the Microsoft add-in store.
3. Search for Smartsheet and select Smartsheet for Outlook from the recommended results.
4. Click Add to install the Smartsheet add-in to your Outlook account.
5. Click the Apps button again to launch the newly installed add-in and establish the connection.
6. Select Smartsheet from the list of available apps in the panel.
7. Click Log In and sign in to your Smartsheet account.
8. Click Allow to accept permissions — your Smartsheet account will be integrated with Outlook immediately.