Create Klipfolio data source from new Smartsheet row
Smartsheet + Klipfolio Integration
Klipfolio + Smartsheet Integration
Integrate Klipfolio to Smartsheet in one click, or tell Integrately AI how you want each row handled. Add rows to your data source, update metrics, refresh dashboards, and share insights automatically.
Free forever.Use premium features free for 14 days.1.
Row is added in Smartsheet- Row is updated in Smartsheet
- Attachment is added in Smartsheet
- Comment is added in Smartsheet
2.
Add to data source in Klipfolio- Update data source in Klipfolio
- Refresh data source in Klipfolio
- Add attachment to row in Smartsheet
- Search 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 Klipfolio + Smartsheet Integration
Capture new rows, add data sources, update metrics, refresh dashboards, and share insights, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Klipfolio + Smartsheet flow
Sync your core data to CRMs, spreadsheets, and team channels as soon as updates happen. Pick a combination and activate it in one click.
+
Salesforce (4)
Salesforce (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) +
HubSpot (4)
HubSpot (4) +
Jira Software Cloud (4)
Jira Software Cloud (4) +
Zoom (4)
Zoom (4) S
K
S
Add every new Smartsheet row to your Klipfolio data source, and create a lead in Salesforce
New Smartsheet rows land in Klipfolio and create a Salesforce lead instantly, eliminating manual data entry across platforms.
S
K
S
Update your Klipfolio data source when a Smartsheet row changes, and update the Salesforce record
Changes in Smartsheet automatically refresh your Klipfolio data source and update Salesforce records without delay.
S
K
S
Refresh your Klipfolio data source when an attachment is added in Smartsheet, and log it in Salesforce
Attachments added in Smartsheet trigger a Klipfolio data source refresh and log an activity in Salesforce.
S
K
S
Use Claude to evaluate new Smartsheet comments, update Klipfolio, and create a Salesforce task
Claude reviews new Smartsheet comments before updating Klipfolio and opening a follow-up task in Salesforce.
Supported triggers and actions for Klipfolio and Smartsheet
Mix and match to build the exact automation you need
Klipfolio Triggers & Actions
Smartsheet Triggers & Actions
What can you automate with Klipfolio + Smartsheet?
Streamline your dashboard reporting and project tracking by connecting every row update directly to your metrics.
🔄
Sync new rows directly into your data source
Automatically capture every row added in Smartsheet and populate your Klipfolio data source without manual data transfer.
📋
Capture every submitted sheet field
Map all available Smartsheet columns and details directly into your Klipfolio metrics instead of basic summary counts.
🔔
Notify your team the moment rows change
Alert project stakeholders in Slack or email the second a new row is added or updated in your tracking sheets.
🔀
Route data based on specific field values
Trigger different update rules in Klipfolio depending on priority levels or categories selected within your Smartsheet rows.
✏️
Keep dashboards updated as rows change
Reflect edits made to existing Smartsheet rows across your Klipfolio data sources automatically and in real time.
🔍
Search and update existing data sources
Prevent duplicate entries by searching for existing records in Klipfolio before adding new rows from your sheets.
⏱️
Handle later status and milestone changes
Refresh dashboards and notify teams when project tasks marked in Smartsheet reach completed or closed stages.
🔌
Extend flows to popular team tools
Connect your Klipfolio and Smartsheet automation to Slack, Salesforce, or Google Sheets to keep your entire stack updated.
And much more...
Who is Klipfolio + Smartsheet integration for?
Operations managers, analysts, and project leads keep dashboard metrics and sheet records perfectly aligned without lifting a finger.
Business analysts
Operations managers
Client account leads
Data operations teams
Project coordinators
Finance specialists
📈
Business analysts
You're pulling metrics from multiple sheets to update executive reports, but manual exports leave your dashboards hours behind — this integration means every new row lands in Klipfolio instantly and your analysis stays current.
⚡
Operations managers
You need to track live project milestones across teams, but delays in updating tracking sheets cause missed deadlines — connecting these apps means your data sources update automatically the moment a row changes.
🤝
Client account leads
You present weekly progress reports to stakeholders, but compiling data from tracking sheets takes hours of manual work — automating both apps means your dashboard visuals populate without manual spreadsheet sorting.
📊
Data operations teams
The sheer volume of incoming project rows is too high for anyone to keep up by hand, leading to constant reporting gaps — integrating these apps means every new submission syncs straight to your data source.
👥
Project coordinators
You depend on team members updating tracking sheets before you can build performance charts, causing frustrating bottlenecks — automating both apps means your metrics refresh as soon as rows are added.
🗂️
Finance specialists
You need a reliable history of budget adjustments and financial rows, but manual entry introduces errors and missing entries — this integration means every record flows securely into your tracking workflows.
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 Klipfolio + Smartsheet
Build and manage your Klipfolio + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Klipfolio + 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Klipfolio + Smartsheet Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Klipfolio + Smartsheet Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Klipfolio to Smartsheet?
You can connect Klipfolio to Smartsheet instantly using 1-click workflows on Integrately. Choose from pre-built templates or ask Integrately AI to set up your custom multi-step pipeline alongside apps like Slack, Google Sheets, and HubSpot.
Can I automatically sync new Smartsheet rows to my Klipfolio data source?
Can I connect Klipfolio, Smartsheet, and Slack?
What is a good Zapier alternative for Klipfolio and Smartsheet?
How does Klipfolio handle data sources during automation?
Can Smartsheet trigger updates across multiple connected tools?
Do I need coding skills to automate Klipfolio and Smartsheet?
Is the Klipfolio and Smartsheet integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Klipfolio or Smartsheet With 1500+ Other Apps
Popular Klipfolio Integrations
Connect Klipfolio to business intelligence, reporting, and database tools to track metrics across your entire stack.
See All
Klipfolio Integrations
Klipfolio Integrations
No popular apps found
Popular Smartsheet Integrations
Sync Smartsheet with project management, team chat, and document tools to keep collaboration moving smoothly.
See All
Smartsheet Integrations
Smartsheet Integrations
No popular apps found
