This automation scenario allows you to connect Gmail and Smartsheet
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Gmail and Smartsheet can also be integrated using automation tools other than zapier:
When this trigger fires in Gmail
Triggers when a new e-mail appears in the specified mailbox.
Then this action happens in Smartsheet
Add a row to a sheet.
This guide contains information on how to set up an automatic workflow that allows to Add Smartsheet rows for new emails in Gmail [Business Gmail Accounts Only].
Part I
First, we need to connect Gmail and Smartsheet to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Connect Smartsheet to Zapier.
Give Zapier access to your Smartsheet account, using Smartsheet credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Gmail
Choose the following trigger: New Email (Triggers when a new e-mail appears in the specified mailbox.).
Then set up an Action for Smartsheet
Choose this action: Add Row to Sheet (Add a row to a sheet.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail and Smartsheet.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add Smartsheet rows for new emails in Gmail [Business Gmail Accounts Only]!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
Add a row to a sheet.
Inserts a row into the specified sheet.
Update an existing row with new values. Requires a row ID.
Adds a file attachment to a row.
Create a new sheet from a template.
Creates a Workspace.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.