Smartsheet workspace integration
Smartsheet + SiteSeam: every lead becomes a row.
Connect SiteSeam to Smartsheet to turn form fills, bookings, and instant quote requests into rows inside the right sheets. Your team stays in Smartsheet while SiteSeam keeps data organized.
Auto-create
Rows from every lead
Sheet-ready
Map sheets by workflow
2 Minute
setup time
Sheet sync
Every high-intent action becomes a Smartsheet row
SiteSeam watches for the moments that matter. Contact forms, bookings, and instant quotes are logged with context so your team can track progress directly in Smartsheet.
- -Select the sheets that should receive new rows.
- -Rows include the page, form, and customer details.
- -Update sheet selections anytime from the connections list.
Stop copy-pasting into Smartsheet
Let SiteSeam handle row creation so your team can focus on delivery.
| Workflow | Manual update | SiteSeam + Smartsheet |
|---|---|---|
| Row created on form submission | Manual | |
| Booking details and time logged | Manual | |
| Instant quote details captured | Manual | |
| Row summary with page context | Manual | |
| Sheets stay up to date | Manual | |
| Connect Smartsheet |
Setup steps
Connect Smartsheet in minutes
Search for Smartsheet, approve access, and choose the sheets that should receive new rows.
Find Smartsheet
Search the integrations list to locate Smartsheet.
Allow access
Approve access so SiteSeam can create rows in Smartsheet.
Confirm the connection
Choose the sheets that should receive new rows.
Data integrity
Clean, reliable Smartsheet rows
SiteSeam keeps rows consistent across the sheets you select.
Accurate context
- Rows include lead details and submission context.
- Source pages help your team understand intent.
- Consistent formatting keeps sheets organized.
Visibility for every team
- Sales and ops can see new rows immediately.
- Update sheet selections anytime.
- Disconnect or reconnect from SiteSeam settings.
Use cases
Built for teams that run on Smartsheet
Operations, marketing, and delivery can track the same lead events without extra tools.
Operations teams
- Create rows automatically for new inbound requests.
- Keep shared sheets aligned with the latest customer activity.
- Reduce manual handoffs between teams.
Marketing teams
- Track which pages and offers drive new rows.
- Coordinate follow-up with delivery in Smartsheet.
- Sync leads without exports or spreadsheets.
Client services
- Log bookings, quotes, and inquiries from every page.
- Start follow-ups with the right details the first time.
- Keep delivery timelines visible in Smartsheet.
Integrations
Connect every tool in your workflow
Smartsheet is just the start. SiteSeam works with the tools your team already runs on.
Create tasks from SiteSeam lead activity.
Create pages in Notion databases to keep work organized.
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Send outreach and replies directly from team inboxes.
Sync contacts and lifecycle updates with HubSpot.
Sync contacts and opportunities from HighLevel to keep pipeline activity aligned.
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Create tasks from SiteSeam lead activity.
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Send form activity into Smartsheet and keep submissions organized.
Keep Monday boards aligned with new leads.
Send pipeline updates to Pipedrive automatically.
Sync leads and activity into Zoho CRM.
Keep account activity in Salesforce up to date.
Send lead activity into Attio workspaces.
Log SiteSeam submissions and bookings in Close.
Sync Keap contacts and lead activity.
Keep ActiveCampaign in sync with new leads.
Trigger workflows with SiteSeam webhook events.
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Send lead events to Make scenarios.