Smartsheet + TeamWave Integration

Integrate Smartsheet to TeamWave in one click, or tell Integrately AI how you want each deal handled. Create deals, update rows, notify your team, and track project milestones automatically.

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1.
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
  • TeamWave
    Person is created in TeamWave
  • TeamWave
    Person is updated in TeamWave
  • TeamWave
    Project is created in TeamWave
  • TeamWave
    Deal is created in TeamWave
  • TeamWave
    Deal is updated in TeamWave
  • TeamWave
    Task is created in TeamWave
  • TeamWave
    Task list is created in TeamWave
  • TeamWave
    Organization is created in TeamWave
  • TeamWave
    Organization is updated in TeamWave
  • TeamWave
    Milestone is created in TeamWave
  • TeamWave
    Time log is created in TeamWave
  • TeamWave
    Activity is created in TeamWave
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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
  • TeamWave
    Create person in TeamWave
  • TeamWave
    Search person in TeamWave
  • TeamWave
    Update person in TeamWave
  • TeamWave
    Create deal in TeamWave
  • TeamWave
    Update deal in TeamWave
  • TeamWave
    Search deal in TeamWave
  • TeamWave
    Create task in TeamWave
  • TeamWave
    Create activity in TeamWave
  • TeamWave
    Create organization in TeamWave
  • TeamWave
    Update organization in TeamWave
  • TeamWave
    Search organization in TeamWave
  • TeamWave
    Create event in TeamWave
  • TeamWave
    Search user in TeamWave
  • TeamWave
    Create milestone in TeamWave
  • TeamWave
    Create project in TeamWave
  • TeamWave
    Add follower in TeamWave

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Ready Workflows Ready Workflows for Smartsheet + TeamWave Integration

Capture new rows, create deals, update task lists, notify your team, and log activities, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + TeamWave Integration

Create TeamWave person for new Smartsheet row

Automatically creating TeamWave person records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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TeamWave + Smartsheet Integration

Create Smartsheet row for new TeamWave person

When a new person is created in your TeamWave, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Smartsheet + TeamWave flow

Sync project data, notify team channels, update customer records, and trigger follow-up actions across your connected tools. Pick a combination and activate it in one click.

Smartsheet
TeamWave
+
Google DriveGoogle Drive (8)
+
SlackSlack (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
CalendlyCalendly (8)
+
StripeStripe (8)
G
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Upload every new Google Drive file to Smartsheet as a row, and create a project in TeamWave.
Google Drive files arrive in Smartsheet as new rows instantly and create corresponding projects in TeamWave without manual entry.
S
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When a Smartsheet row is updated, create a Google Drive folder and update the organization in TeamWave.
Updated Smartsheet rows generate dedicated Google Drive folders and update corresponding organization profiles in TeamWave.
T
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When a TeamWave person is created, add a row in Smartsheet and upload a welcome document in Google Drive.
New TeamWave contacts automatically generate tracking rows in Smartsheet and onboarding files in Google Drive.
G
S
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If a Google Drive file is shared, update the matching Smartsheet row and create a task in TeamWave.
Shared Google Drive files update your Smartsheet tracking row and automatically assign a review task in TeamWave.
S
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When a Smartsheet attachment is added, save the file to Google Drive and log an activity in TeamWave.
Smartsheet attachments are archived in Google Drive while logging a corresponding activity in TeamWave automatically.
T
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When a TeamWave deal is won, create a project folder in Google Drive and update the Smartsheet row status.
Won TeamWave deals immediately trigger a project folder in Google Drive and update your fulfillment sheet in Smartsheet.
G
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Use Claude to summarise Google Drive feedback documents, save findings in Smartsheet, and update the TeamWave deal.
Claude analyses Google Drive feedback files, stores key insights in Smartsheet, and updates the active deal in TeamWave.
G
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When a Google Drive report is updated, update the Smartsheet row, create a TeamWave task, and notify your Slack channel.
Updated Google Drive reports refresh Smartsheet rows, open TeamWave tasks, and alert your team in Slack.

Supported triggers and actions for Smartsheet and TeamWave

Mix and match to build the exact automation you need

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
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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
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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TeamWave
TeamWave Triggers & Actions
Person is created in TeamWave
Triggers the automation when a new person is created
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Person is updated in TeamWave
Triggers the automation when a person's profile is updated
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Project is created in TeamWave
Triggers the automation when a new project is created
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Deal is created in TeamWave
Triggers the automation when a deal is created
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Deal is updated in TeamWave
Triggers the automation when a deal is updated
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Task is created in TeamWave
Triggers the automation when a new task is created
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Task list is created in TeamWave
Triggers the automation when a new task list is created
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Organization is created in TeamWave
Triggers the automation when a new organization is created
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Organization is updated in TeamWave
Triggers the automation when any organization's profile is modified
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Milestone is created in TeamWave
Triggers the automation when a new milestone is created
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Time log is created in TeamWave
Triggers the automation when a new time log is created
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Activity is created in TeamWave
Triggers the automation when a new activity is created
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Create person in TeamWave
Generates a new person
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Search person in TeamWave
Retrieves information about a person
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Update person in TeamWave
Updates the information of a person
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Create deal in TeamWave
Generates a new deal with
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Update deal in TeamWave
Updates deal information based on new criteria or changes
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Search deal in TeamWave
Retrieves and find a deal
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Create task in TeamWave
Creates a new task
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Create activity in TeamWave
Generates a new activity or task
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Create organization in TeamWave
Generates a new invoice
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Update organization in TeamWave
Updates organization information
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Search organization in TeamWave
Finds and retrieves information about a organization
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Create event in TeamWave
Adds a new contact to the contact list
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Search user in TeamWave
Searches for a user
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Create milestone in TeamWave
Creates a milestone to track progress
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Create project in TeamWave
Creates a new project
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Add follower in TeamWave
Increase your follower count
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What can you automate with Smartsheet + TeamWave? EXPLORE INTEGRATIONS

Streamline your workflows by connecting Smartsheet and TeamWave for seamless data sync and automated task execution.

What you can automate?
🔄
Sync new rows into CRM deals automatically
Turn every new row added in Smartsheet into a fully structured deal in TeamWave without touching a keyboard. Your pipeline stays updated the moment information is logged.
📋
Capture every submitted field accurately
Map all available Smartsheet columns and form fields into corresponding TeamWave deal properties instead of just basic names. Your CRM records remain complete and actionable.
🔔
Alert your team the moment events occur
Notify the right team members immediately in Slack or Gmail whenever a new row is added in Smartsheet or a deal is created in TeamWave. Communication happens in real time.
🔀
Route records based on submitted criteria
Evaluate submitted fields and route high-value Smartsheet rows to senior sales reps in TeamWave while handling standard inquiries through automated workflows.
🔄
Keep both apps updated as data changes
Synchronize edits across platforms so that updating a row in Smartsheet instantly refreshes the matching deal or contact in TeamWave. Data consistency is maintained effortlessly.
🛡️
Add or update instead of creating duplicates
Search existing records before creating new entries in TeamWave so that updated Smartsheet rows refresh current profiles rather than generating duplicate contacts.
🏷️
Handle later status changes and deal wins
Trigger automated operational workflows when a TeamWave deal is marked closed won or a Smartsheet task is completed. Fulfillment and revenue logging happen instantly.
🔗
Extend your workflow to trusted third-party apps
Connect Smartsheet and TeamWave with Slack, Google Drive, HubSpot, Gmail, Calendly, or Stripe to build powerful multi-step operational pipelines.
And much more...

Who is Smartsheet + TeamWave integration for?

Operations managers, sales leaders, and project teams eliminate manual data entry, keep pipelines synchronized, and maintain accurate project tracking across Smartsheet and TeamWave.

Business analysts and reporting managers
Business analysts and reporting managers
Sales and account executives
Sales and account executives
Client success managers
Client success managers
Operations coordinators
Operations coordinators
Project delivery leads
Project delivery leads
Compliance and audit officers
Compliance and audit officers
📈
Business analysts and reporting managers
You rely on Smartsheet for operational reporting but sales data in TeamWave updates manually, so your weekly executive dashboards are always outdated — with this integration, every new deal and project update lands in your sheet instantly and your metrics stay current.
Sales and account executives
You need to act fast when new leads or project rows appear, but coordination delays mean you find out about opportunities too late — with this integration, every row added in Smartsheet creates a deal in TeamWave instantly and your sales team engages without delay.
🤝
Client success managers
You answer to clients who expect real-time visibility into project progress across both tracking sheets and CRM platforms, but manual status updates create friction — with this integration, milestones and tasks sync automatically so clients always see accurate project status.
📊
Operations coordinators
The volume of incoming project rows and client records is too high for your team to keep up with by hand, leading to missed entries and errors — with this integration, data flows smoothly between Smartsheet and TeamWave without manual copy-pasting.
🔄
Project delivery leads
You own project execution and depend on sales teams upstream to hand over client details from TeamWave into operational sheets — with this integration, every won deal creates a Smartsheet row and project kickoff tasks automatically.
🗂️
Compliance and audit officers
You need a reliable audit history for every client record and deal stage change, but manual logs keep turning up missing entries — with this integration, every transaction and status change is captured precisely across both platforms.
Our team

Ready Workflows Did you know?

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Tell us what type of automation you want to make?

Why choose Integrately to automate Smartsheet + TeamWave

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

1,500+ apps connected
1,500+ apps connected
Connect Smartsheet + TeamWave 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Smartsheet to TeamWave?
Frequently Asked Questions
You can connect Smartsheet to TeamWave in just one click using ready-made templates on Integrately. Choose your trigger and action, authenticate your accounts, and let Integrately AI handle the setup.
Can I automatically create deals in TeamWave when a new row is added in Smartsheet?
Frequently Asked Questions
Can I connect Smartsheet, TeamWave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Smartsheet and TeamWave?
Frequently Asked Questions
How does Smartsheet handle updated rows in this integration?
Frequently Asked Questions
How does TeamWave handle new deals created from Smartsheet?
Frequently Asked Questions
Do I need coding skills to automate Smartsheet and TeamWave?
Frequently Asked Questions
Is the Smartsheet and TeamWave integration free?
Frequently Asked Questions
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You Can Also Connect Smartsheet or TeamWave With 1500+ Other Apps

Smartsheet
Popular Smartsheet Integrations
Connect Smartsheet to project management, spreadsheet, and reporting tools to keep your data synchronized across platforms.
TeamWave
Popular TeamWave Integrations
Sync TeamWave with CRM, email marketing, and accounting platforms to manage customer relationships and sales pipelines efficiently.
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TeamWave Integrations arrow right
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