Tally + Smartsheet Integration

Integrate Smartsheet to Tally in one click, or tell Integrately AI how you want each submission handled. Capture responses, update your sheets, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Tally
    Response is created in Tally 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 Smartsheet + Tally Integration

Capture submissions, create rows, keep data updated, alert your team, and send follow-ups, all in just one click.

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Tally + Smartsheet Integration

Create Smartsheet row for new Tally response

When you receive a new Tally response, automatically a row is created for you with the responses from Tally 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 Smartsheet + Tally flow

Turn form entries into tracked projects, notify stakeholders, and trigger downstream team actions. Pick a combination and activate it in one click.

Tally
Smartsheet
+
SlackSlack (6)
+
Google DriveGoogle Drive (6)
+
GmailGmail (6)
+
HubSpotHubSpot (6)
+
TrelloTrello (6)
+
Google SheetsGoogle Sheets (6)
T
S
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Add every new Tally response as a Smartsheet row, and notify your team instantly on Slack
New Tally responses appear in your Smartsheet workspace within seconds and your team hears about it in Slack, so nobody re-types data or misses a submission.
T
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Send Tally submission details to Smartsheet and alert the sales channel on Slack
Inbound Tally submissions land in Smartsheet instantly while your sales channel gets notified on Slack for immediate outreach.
T
S
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When a Tally response arrives, search the matching Smartsheet row and post the update in Slack
Keep existing Smartsheet records current when repeat Tally submissions arrive and notify your team on Slack.
T
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If a Tally response selects enterprise tier, add a Smartsheet row and alert the VIP channel in Slack
Route high-value Tally submissions into Smartsheet and notify your VIP channel on Slack based on form criteria.
T
C
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Use Claude to summarise every new Tally response, add the summary to a Smartsheet row, and post the brief in Slack
AI analyses your Tally form submissions, saves structured briefs in Smartsheet, and announces them on Slack.
T
S
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Turn every Tally response into a Smartsheet row, create a card in Trello, and announce it in Slack
Log Tally submissions in Smartsheet, set up task tracking in Trello, and notify your team on Slack in one automated step.

Supported triggers and actions for Tally and Smartsheet

Mix and match to build the exact automation you need

Tally
Tally Triggers & Actions
Instant
Response is created in Tally
Triggers the automation when a response is submitted
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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
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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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
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Share sheet in Smartsheet
Shares a sheet
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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
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Create workspace in Smartsheet
Creates a new workspace
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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 Smartsheet + Tally?

Streamline your intake workflow by syncing Tally submissions directly into Smartsheet rows, routing leads, and triggering team notifications.

What you can automate?
📝
Create Smartsheet rows from every Tally response
Instantly convert form submissions into structured Smartsheet rows the moment a user completes a Tally questionnaire. Eliminate manual copying and keep your project database synchronized.
📋
Capture every submitted form field
Map all available Tally answers into dedicated Smartsheet columns rather than just basic names and emails. Your tracking sheet becomes a comprehensive source for review.
🔔
Alert your team instantly on Slack
Notify designated channels the second a new Tally response arrives so your team can review submissions and take action without delay.
🔀
Route submissions based on form answers
Direct high-priority Tally entries into specialized Smartsheet views while standard requests flow into your general project queue.
🔄
Keep Smartsheet rows updated automatically
Modify existing Smartsheet records when respondents submit update forms in Tally, keeping your project tables accurate over time.
🔍
Add new rows or update existing records
Search your Smartsheet database for matching entries before logging data, preventing duplicate rows and keeping your tables organized.
📎
Manage follow-up stages and attachments
Attach uploaded files from Tally directly to your Smartsheet rows and update follow-up statuses as work progresses.
🌐
Sync form data to HubSpot or Google Sheets
Extend your Tally and Smartsheet automation to tools like HubSpot or Google Sheets to maintain cross-platform alignment.
And much more...

Who is Smartsheet + Tally integration for?

Connecting Smartsheet to Tally helps operations teams, project managers, and form administrators eliminate manual data entry and keep project tracking instantly up to date.

Operations Managers
Operations Managers
Sales Representatives
Sales Representatives
Client Account Leads
Client Account Leads
Customer Support Coordinators
Customer Support Coordinators
Project Coordinators
Project Coordinators
Form Administrators
Form Administrators
📊
Operations Managers
You're tracking project deliverables in Smartsheet but waiting for manual exports from Tally forms before updating dashboards, so your review meetings rely on outdated row counts — automating both apps means every new submission populates your sheet instantly and your metrics stay current.
Sales Representatives
You need to reach out to inbound prospects immediately, but form responses sit unread in Tally until someone manually copies them into Smartsheet, so leads go cold before you notice them — this integration means every new submission creates a row instantly so you can follow up right away.
🤝
Client Account Leads
You answer to external stakeholders who expect real-time updates on project intake, but manual data transfers between Tally and Smartsheet lead to reporting gaps — connecting these apps means every form entry appears in your project tracker without delay.
📋
Customer Support Coordinators
You manage high volumes of incoming inquiry forms, but copying every submission into Smartsheet by hand causes bottlenecks during peak periods — automating both apps means every customer response logs itself and your queue stays clear.
🔧
Project Coordinators
You rely on intake details submitted by clients to begin task planning in Smartsheet, but waiting for team members to forward form data delays your kickoff — this integration means every submission triggers your workflow pipeline automatically.
🗂️
Form Administrators
You need a reliable history of every submitted document, but manual record-keeping between Tally and Smartsheet leaves missing entries and mismatched fields — connecting these apps means every response is captured accurately in your database.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Tally + Smartsheet

Build and manage your Tally + 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 Tally + 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
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Smartsheet to Tally?
Frequently Asked Questions
You can connect Smartsheet to Tally instantly using ready-made flows or ask Integrately AI to build the automation. Once connected, responses flow seamlessly into your tools alongside Slack, Google Drive, Gmail, and other apps.
Can I automatically create Smartsheet rows from new Tally responses?
Frequently Asked Questions
Can I connect Smartsheet, Tally, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Smartsheet and Tally?
Frequently Asked Questions
How do attachments from Tally get added to Smartsheet?
Frequently Asked Questions
Can I update existing Smartsheet rows when a new Tally response comes in?
Frequently Asked Questions
Do I need coding skills to automate Smartsheet and Tally?
Frequently Asked Questions
Is the Smartsheet and Tally integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Smartsheet or Tally With 1500+ Other Apps

Smartsheet
Popular Smartsheet Integrations
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Tally
Popular Tally Integrations
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