Chatbot + Smartsheet Integration

Integrate Chatbot to Smartsheet in one click, or tell Integrately AI how you want each message handled. Save interaction details, update your sheets, alert your team, and track follow-ups automatically.

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1.
  • Chatbot
    Message is received in Chatbot Instant
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Chatbot + Smartsheet Integration

Capture chatbot messages, add rows, keep sheets updated, alert your team, and track follow-ups, all in just one click.

Most popular automationmost-popular-automations
Chatbot + Smartsheet Integration

Create Smartsheet row for new Chatbot response

When you receive a new Chatbot response, automatically a row is created for you with the responses from Chatbot in Smartsheet. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Smartsheet with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatbot + Smartsheet flow

Streamline communication, log records across systems, and trigger downstream notifications the moment a message arrives. Pick a combination and activate it in one click.

Chatbot
Smartsheet
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SlackSlack (3)
+
Google DriveGoogle Drive (2)
+
GmailGmail (2)
+
SalesforceSalesforce (2)
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TypeformTypeform (1)
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ZoomZoom (2)
C
S
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Add every incoming Chatbot message to Smartsheet, and notify your team instantly in Slack.
Incoming chatbot messages appear in your Smartsheet rows within seconds and your team hears about it in Slack, so nobody misses a customer query.
C
S
S
When a Smartsheet row is updated from a Chatbot message, post the status change in Slack.
Keep your team aligned when chat data changes in Smartsheet by broadcasting updates directly to Slack channels.
C
S
C
S
Use Claude to analyse incoming Chatbot messages, save the insights in Smartsheet, and alert your team in Slack.
Claude evaluates chatbot inquiries instantly, logs structured insights in Smartsheet, and notifies your team in Slack.

Supported triggers and actions for Chatbot and Smartsheet

Mix and match to build the exact automation you need

Chatbot
Chatbot Triggers & Actions
Instant
Message is received in Chatbot
Triggers the automation when a new message is received
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No action is available
Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
Try it →
Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
Try it →
Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
Try it →
Share sheet in Smartsheet
Shares a sheet
Try it →
Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
Try it →
Send sheet in Smartsheet
Sends a sheet
Try it →
Create workspace in Smartsheet
Creates a new workspace
Try it →
Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
Try it →
Copy folder in Smartsheet
Duplicate a folder and all its contents
Try it →

What can you automate with Chatbot + Smartsheet?

Turn incoming chatbot conversations into structured, actionable spreadsheet rows and streamline your operational workflows.

What you can automate?
📋
Log every chat message into Smartsheet automatically
Capture incoming customer messages from Chatbot and record them as new rows in Smartsheet instantly. Eliminate manual data entry and maintain an accurate conversation history.
🗂️
Capture every submitted field and detail
Map name, email, phone number, and message text from Chatbot directly into separate Smartsheet columns. Your sheet becomes a structured database ready for analysis.
🔔
Alert your team the moment a message arrives
Trigger instant team notifications whenever a new chat inquiry is logged in your Smartsheet tracker. Ensure rapid response times for every customer interaction.
🔀
Route records based on submitted criteria
Sort incoming chat inquiries into different Smartsheet sections or priority levels depending on the answers provided by the user.
🔄
Keep spreadsheet rows updated dynamically
Reflect ongoing conversation progress and status changes by automatically updating existing Smartsheet rows when new chat messages occur.
🔍
Search and update instead of creating duplicates
Check existing Smartsheet records for matching customer emails before adding new rows, ensuring clean and deduplicated data.
📅
Manage follow-up tasks and status changes
Update project statuses, log resolution timestamps, and track completion stages in Smartsheet as chats reach final outcomes.
🔗
Extend your workflow to Slack and other apps
Connect your core Chatbot and Smartsheet flow with Slack, Gmail, or Salesforce to notify teams and create CRM records automatically.
And much more...

Who is Chatbot + Smartsheet integration for?

Operations teams, support managers, and marketers who depend on accurate chat logs and structured spreadsheet tracking to manage incoming customer inquiries.

Data Analysts
Data Analysts
Customer Support Leads
Customer Support Leads
Client Success Managers
Client Success Managers
Operations Directors
Operations Directors
Sales Development Representatives
Sales Development Representatives
Project Coordinators
Project Coordinators
📈
Data Analysts
You compile metrics on customer inquiries from chat interactions, but manual exports leave your spreadsheets outdated and incomplete — this integration means every chat message populates your Smartsheet tables instantly and your reporting stays accurate.
⚡
Customer Support Leads
You need to triage incoming support tickets immediately, but tracking conversations across channels delays response times — with this integration, every chat submission is logged and routed to your team the moment it arrives.
🤝
Client Success Managers
You report on client engagement milestones regularly, but scattered interaction histories make status tracking difficult — automating both apps means every chat touchpoint updates your master sheet and client progress is always transparent.
📊
Operations Directors
High chat volumes overwhelm manual data entry workflows, leading to lost leads and inconsistent recordkeeping — connecting these apps means every inquiry is captured systematically without manual transcription errors.
🎯
Sales Development Representatives
You rely on rapid follow-up for inbound chatbot leads, but finding contact details in chat logs slows you down — this integration means every prospective buyer is added to your tracking sheet instantly for immediate outreach.
📝
Project Coordinators
You need a reliable audit trail of all customer requests, but manual logging creates gaps in project history — automating both apps means every interaction is recorded in Smartsheet with zero missing entries.
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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Chatbot + Smartsheet

Build and manage your Chatbot + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chatbot + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Chatbot to Smartsheet?
Frequently Asked Questions
You can connect Chatbot to Smartsheet in one click using ready templates or by asking Integrately AI to build the workflow. Add Slack, Gmail, or Google Drive for multi-step automations.
Can I automatically add chatbot messages as new Smartsheet rows?
Frequently Asked Questions
Can I connect Chatbot, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatbot and Smartsheet?
Frequently Asked Questions
How does Chatbot handle data transmission in this integration?
Frequently Asked Questions
How does Smartsheet store incoming chat details?
Frequently Asked Questions
Do I need coding skills to automate Chatbot and Smartsheet?
Frequently Asked Questions
Is the Chatbot and Smartsheet integration free?
Frequently Asked Questions
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