When Row is added in Smartsheet > Check any condition > Create contact in Click Funnels
Smartsheet + Click Funnels Integration
Click Funnels + Smartsheet Integration
Integrate Click Funnels to Smartsheet in one click, or tell Integrately AI how you want each contact handled. Capture leads, update your sheets, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Course lesson is published in Click Funnels Instant- Blog post is deleted in Click Funnels Instant
- Course is created in Click Funnels Instant
- Course is updated in Click Funnels Instant
- Course is published in Click Funnels Instant
- Course section is created in Click Funnels Instant
- Course is deleted in Click Funnels Instant
- Course section is updated in Click Funnels Instant
- Course section is published in Click Funnels Instant
- Course lesson is updated in Click Funnels Instant
- Course lesson is created in Click Funnels Instant
- Course lesson is deleted in Click Funnels Instant
- Course enrollment is created in Click Funnels Instant
- Community post is created in Click Funnels Instant
- Comment is created on community post in Click Funnels Instant
- Sales opportunity is created in Click Funnels Instant
- Sales opportunity is updated in Click Funnels Instant
- Sales opportunity Stage is changed in Click Funnels Instant
- Sales opportunity is closed in Click Funnels Instant
- Sales opportunity is Deleted in Click Funnels Instant
- Contact is created in Click Funnels Instant
- Blog post is published in Click Funnels Instant
- Contact is updated in Click Funnels Instant
- Contact is deleted in Click Funnels Instant
- Contact completed course in Click Funnels Instant
- Contact is unsubscribed in Click Funnels Instant
- Blog post is updated in Click Funnels Instant
- Blog post is created in Click Funnels Instant
- Product variant is updated in Click Funnels Instant
- Product variant is created in Click Funnels Instant
- Tag is removed from contact in Click Funnels Instant
- Product is updated in Click Funnels Instant
- Course enrollment is created in Click Funnels Instant
- Product is created in Click Funnels Instant
- Tag is added to contact in Click Funnels Instant
- Purchase is created in Click Funnels Instant
Row is added in Smartsheet- Row is updated in Smartsheet
- Attachment is added in Smartsheet
- Comment is added in Smartsheet
2.
- Search contact in Click Funnels
- Create contact in Click Funnels
- Update contact in Click Funnels
- Delete contact in Click Funnels
- Create tag in Click Funnels
- Enroll a contact into a course in Click Funnels
- Apply tag to contact in Click Funnels
- Search row in Smartsheet
- Add attachment to row in Smartsheet
- Update row in Smartsheet
- Add row in Smartsheet
- Send row in Smartsheet
- Copy row in Smartsheet
- Move row in Smartsheet
- Add discussion to row in Smartsheet
- Create sheet from a template in Smartsheet
- Share sheet in Smartsheet
- Create sheet from existing sheet in Smartsheet
- Send sheet in Smartsheet
- Create workspace in Smartsheet
- Copy workspace in Smartsheet
- Share workspace in Smartsheet
- Copy folder in Smartsheet
Trusted by experts at...
Ready Workflows for Click Funnels + Smartsheet Integration
Capture leads, update rows, keep sheets current, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Smartsheet row for new Click Funnels contact
When a new contact is created in your Click Funnels software, automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
See moreUpdate Smartsheet row for new Click Funnels contact
Click Funnels + Smartsheet Integration
Create Click Funnels contact for new Smartsheet row
Are you tired of manually creating Click Funnels contact for every new Smartsheet row? Well, there's a better way! With our new automation, you can automatically create Click Funnels contact for new Smartsheet rows.
That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.
So why wait? Install this automation today and start enjoying the benefits of automatic Click Funnels {{action.Contact} creation!
See moreThat means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.
So why wait? Install this automation today and start enjoying the benefits of automatic Click Funnels {{action.Contact} creation!
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Click Funnels + Smartsheet flow
Connect leads to CRMs, email campaigns, notifications, and storage tools to build out your complete marketing stack. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Drive (4)
Google Drive (4) +
Zoom (4)
Zoom (4) +
Typeform (4)
Typeform (4) C
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When a purchase is created in Click Funnels, add a row in Smartsheet and create a customer in Stripe.
Every purchase in Click Funnels instantly creates a new Smartsheet row and sets up a customer in Stripe, eliminating manual data entry.
C
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When a product is created in Click Funnels, update the matching Smartsheet row and check the product status in Stripe.
Keep product catalogs synchronized between Click Funnels, Smartsheet, and Stripe automatically.
C
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If a purchase is created in Click Funnels over a specific amount, add a priority row in Smartsheet and log the charge in Stripe.
High-value purchases automatically trigger priority rows in Smartsheet and recorded charges in Stripe.
C
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Use ChatGPT to analyze Click Funnels purchase feedback, log the summary in Smartsheet, and update the customer record in Stripe.
Analyze purchase feedback with AI, save the insights in Smartsheet, and update Stripe customer notes.
Supported triggers and actions for Click Funnels and Smartsheet
Mix and match to build the exact automation you need
Click Funnels Triggers & Actions
Instant
Course lesson is published in Click Funnels
Triggers the automation when a lesson in a course is published
Try it → Instant
Blog post is deleted in Click Funnels
Triggers the automation when a blog post is deleted
Try it → Instant
Course is created in Click Funnels
Triggers the automation when a new course is created
Try it → Instant
Course is published in Click Funnels
Triggers the automation when a course is published
Try it → Instant
Course section is created in Click Funnels
Triggers the automation when a new section is created in a course
Try it → Instant
Course section is updated in Click Funnels
Triggers the automation when a section in a course is updated
Try it → Instant
Course section is published in Click Funnels
Triggers the automation when a section in a course is published
Try it → Instant
Course lesson is updated in Click Funnels
Triggers the automation when a lesson in a course is updated
Try it → Instant
Course lesson is created in Click Funnels
Triggers the automation when a new lesson is created in a course
Try it → Instant
Course lesson is deleted in Click Funnels
Triggers the automation when a lesson in a course is deleted
Try it → Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment in a course is created
Try it → Instant
Community post is created in Click Funnels
Triggers the automation when a new community post is created
Try it → Instant
Comment is created on community post in Click Funnels
Triggers the automation when a new comment is posted on a community post
Try it → Instant
Sales opportunity is created in Click Funnels
Triggers the automation when a new sales opportunity is created
Try it → Instant
Sales opportunity is updated in Click Funnels
Triggers the automation when a sales opportunity is updated
Try it → Instant
Sales opportunity Stage is changed in Click Funnels
Triggers the automation when the stage of a sales opportunity is changed
Try it → Instant
Sales opportunity is closed in Click Funnels
Triggers the automation when a sales opportunity is closed
Try it → Instant
Sales opportunity is Deleted in Click Funnels
Triggers the automation when a sales opportunity is deleted
Try it → Instant
Contact is created in Click Funnels
Triggers the automation when a new contact is created
Try it → Instant
Blog post is published in Click Funnels
Triggers the automation when a blog post is published
Try it → Instant
Contact is updated in Click Funnels
Triggers the automation when a contact is updated
Try it → Instant
Contact is deleted in Click Funnels
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Contact completed course in Click Funnels
Triggers the automation when a course contact is completed
Try it → Instant
Contact is unsubscribed in Click Funnels
Triggers the automation when a contact unsubscribes from a mailing list
Try it → Instant
Blog post is updated in Click Funnels
Triggers the automation when a blog post is updated
Try it → Instant
Blog post is created in Click Funnels
Triggers the automation when a new blog post is created
Try it → Instant
Product variant is updated in Click Funnels
Activates when a product variant is modified
Try it → Instant
Product variant is created in Click Funnels
Initiates when a new product variant is created
Try it → Instant
Tag is removed from contact in Click Funnels
Activates upon removal of a tag from a contact
Try it → Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment is created in the particular course
Try it → Instant
Tag is added to contact in Click Funnels
Triggers when a tag is assigned to a contact
Try it → Instant
Purchase is created in Click Funnels
Triggers the automation when a new purchase is created
Try it → Smartsheet Triggers & Actions
What can you automate with Click Funnels + Smartsheet?
Streamline your workflow by syncing new leads, updating sheet rows, and tracking course enrollments automatically.
🔗
Sync new contacts and purchases instantly
Automatically create a new Smartsheet row the moment a contact or purchase is created in Click Funnels. Eliminate manual data entry and keep your project sheets updated in real time.
📝
Capture every submitted funnel field
Map all available contact and form answers into separate Smartsheet columns instead of just basic names. Your sheet becomes a comprehensive source for review and follow-up.
📢
Alert your team the moment events happen
Notify your team instantly in Slack or via email whenever a high-value purchase or sales opportunity stage changes in Click Funnels. Ensure quick responses to hot leads.
🔀
Route records based on submitted form fields
Apply conditional rules to send VIP contacts to priority Smartsheet rows while standard submissions go to your general tracking sheet. Customise your workflow effortlessly.
🔄
Keep destination rows updated automatically
Update existing Smartsheet rows whenever contact details, course progress, or sales opportunity stages change in Click Funnels. Maintain accurate records without duplicate entries.
🔍
Search and update instead of creating duplicates
Search for existing records in Smartsheet before adding new rows, updating current entries when contacts or products change. Keep your database clean and organized.
💰
Handle later status changes and refunds
Automatically update Smartsheet rows when sales opportunities close, subscriptions get cancelled, or purchases are refunded. Keep your financial logs completely accurate.
🌐
Extend your flow with powerful apps
Connect Click Funnels and Smartsheet with Slack, Stripe, or Mailchimp to notify teams, process payments, and sync email subscribers in a single multi-step workflow.
And much more...
Who is Click Funnels + Smartsheet integration for?
Connecting Click Funnels to Smartsheet removes manual data entry, keeping your marketing funnels and project tracking sheets perfectly aligned without extra work.
Performance marketers
Sales managers
Project coordinators
Course creators
Operations teams
Data analysts
📈
Performance marketers
You're running marketing funnels and tracking lead volume, but your tracking sheet only updates when someone manually exports contacts, so the row counts you're optimising against are always a few hours behind — with this integration, every new contact lands in the sheet instantly and your data stays current.
⚡
Sales managers
You manage incoming sales opportunities and need to act the moment a deal opens, but you find out about new leads hours later after checking multiple tabs — with this integration, every new opportunity populates your sheet immediately and your outreach starts right away.
📋
Project coordinators
You answer to stakeholders who want to see live progress on course launches and product updates, but manual data entry leaves gaps in your project timeline — with this integration, every funnel event updates your sheet automatically and reporting stays accurate.
🚀
Course creators
The volume of student enrollments and lesson updates is too high for anyone to keep up by hand, leading to missed records in your management sheet — with this integration, every student activity logs straight into Smartsheet and your records stay organised.
🔄
Operations teams
You own the fulfillment step and depend on your sales funnel upstream to hand over customer orders without delay, but manual handoffs cause friction — with this integration, every purchase moves instantly into your fulfillment sheet so fulfillment can begin without waiting.
📊
Data analysts
You need a reliable historical record of all customer interactions and purchases, but manual exports keep leaving missing rows in your reports — with this integration, every transaction and contact logs cleanly into your database so your analysis is never incomplete.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Click Funnels + Smartsheet
Build and manage your Click Funnels + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Click Funnels + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Click Funnels + Smartsheet Now 
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Frequently Asked Questions
How do I connect Click Funnels to Smartsheet?
You can connect Click Funnels to Smartsheet in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, Stripe, and Mailchimp.
Can I automatically create a Smartsheet row when a new contact is created in Click Funnels?
Can I connect Click Funnels, Smartsheet, and Slack?
What is a good Zapier alternative for Click Funnels and Smartsheet?
How does Click Funnels handle contact data sync with Smartsheet?
Can I update existing Smartsheet rows when purchase details change in Click Funnels?
Do I need coding skills to automate Click Funnels and Smartsheet?
Is the Click Funnels and Smartsheet integration free?
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