Smartsheet + WhatsApp Integration

Integrate Smartsheet to WhatsApp in one click, or tell Integrately AI how you want each row handled. Send custom messages, trigger template notifications, alert team members, and track responses 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
  • WhatsApp
    Message is received in WhatsApp Instant
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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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for Smartsheet + WhatsApp Integration

Capture sheet updates, notify team channels, send template confirmations, and track engagement, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + WhatsApp Integration

Send WhatsApp message for new Smartsheet row

Automatically sending a WhatsApp message whenever a new Smartsheet row is created helps to ensure that you never miss an important update. Using this Smartsheet - WhatsApp integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a WhatsApp message for every new Smartsheet row is an essential way to stay on top of your work.
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Connect more apps to your Smartsheet + WhatsApp flow

Sync sheet data into CRMs, notify project teams, log communications, and manage follow-ups across your entire stack. Pick a combination and activate it in one click.

Smartsheet
WhatsApp
+
Google DriveGoogle Drive (4)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
S
G
W
Add every new Smartsheet row as a Google Drive document, and send a notification in WhatsApp.
New Smartsheet rows instantly generate a Google Drive document while alerting your team via WhatsApp, eliminating manual file creation.
W
G
S
When a message is received in WhatsApp, save the attachment in Google Drive and update the row in Smartsheet.
Incoming WhatsApp attachments are stored directly in Google Drive while updating your Smartsheet records automatically.
S
G
W
When an attachment is added in Smartsheet, back it up in Google Drive and send a WhatsApp template alert.
Smartsheet attachments are backed up to Google Drive and announced via WhatsApp template messages instantly.
S
G
W
Use Gemini to summarise incoming Smartsheet comments, save them in Google Drive, and send a WhatsApp briefing.
AI summarises new Smartsheet comments, archives the brief in Google Drive, and sends a WhatsApp summary to the team.

Supported triggers and actions for Smartsheet and WhatsApp

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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WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
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Send message (using template) in WhatsApp
Sends a message using a template
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Send message in WhatsApp
Delivers a message to a designated recipient
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What can you automate with Smartsheet + WhatsApp?

Streamline your communication and project tracking by connecting Smartsheet events directly to WhatsApp messaging workflows.

What you can automate?
💬
Send WhatsApp notifications for new Smartsheet rows
Trigger automated WhatsApp messages instantly whenever a new row is added in Smartsheet, ensuring project stakeholders never miss an update.
📋
Capture every submitted sheet column and detail
Map all available Smartsheet row data into your WhatsApp messages instead of just basic names, making your automated communications context-rich.
🔔
Alert the right team member the moment work arrives
Notify designated personnel immediately via WhatsApp when comments or attachments are added to your Smartsheet project boards.
🔀
Route messages based on specific row field values
Send different WhatsApp template messages or route alerts to different numbers based on priority or category fields submitted in your Smartsheet rows.
🔄
Keep your tracking sheets updated as chats happen
Log inbound WhatsApp messages and customer replies back into your Smartsheet project rows automatically to maintain a unified conversation history.
🔍
Search and update existing rows instead of duplicates
Find matching Smartsheet records when a WhatsApp message arrives and update existing rows rather than creating cluttered duplicate entries.
✅
Handle status changes and milestone completions
Trigger automated WhatsApp template messages whenever project tasks or row statuses change to completed, approved, or cancelled in Smartsheet.
🔗
Extend your workflow to Slack, Google Drive, and more
Connect Smartsheet and WhatsApp with Slack, Google Drive, or Gmail to build multi-step operational pipelines that span your entire tech stack.
And much more...

Who is Smartsheet + WhatsApp integration for?

Operations teams, project managers, and client service leads use this integration to keep tracking sheets updated and messaging channels synchronized without manual effort.

Operations managers
Operations managers
Project coordinators
Project coordinators
Client account leads
Client account leads
Support supervisors
Support supervisors
Sales operations specialists
Sales operations specialists
Compliance officers
Compliance officers
📈
Operations managers
You rely on Smartsheet data to report on project milestones, but status changes linger in spreadsheets until someone manually notifies stakeholders — this integration means every sheet update triggers instant WhatsApp messaging and your reports stay synchronized with reality.
⚡
Project coordinators
You need to act fast when project attachments or comments arrive, but monitoring multiple tabs causes missed updates and delayed responses — automating both apps means every new row or comment instantly dispatches a WhatsApp alert to the right person.
🤝
Client account leads
Your clients want constant visibility into project progress, but compiling manual status reports takes hours away from client strategy — connecting these apps means project milestones update automatically and clients receive instant WhatsApp confirmations.
📊
Support supervisors
High ticket volumes in your tracking sheets make it difficult to keep customers updated on resolution progress by hand — with this integration, every row update triggers a personalized WhatsApp message so your customers never have to ask for status.
🔄
Sales operations specialists
You depend on upstream team members to hand over deal sheets before you can initiate client outreach on messaging apps — automating both apps means every new Smartsheet row instantly triggers your WhatsApp outreach workflow.
📁
Compliance officers
Your team needs a reliable audit trail of all communications linked directly to project sheets, but manual logging leaves gaps in your history — this integration means every inbound and outbound WhatsApp interaction matches up with structured Smartsheet rows.
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Why choose Integrately to automate Smartsheet + WhatsApp

Build and manage your Smartsheet + WhatsApp 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 + WhatsApp 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 WhatsApp?
Frequently Asked Questions
You can connect Smartsheet to WhatsApp in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It links your project boards with messaging workflows alongside tools like Slack, Gmail, and Google Drive effortlessly.
Can I send automated WhatsApp messages when a new row is added in Smartsheet?
Frequently Asked Questions
Can I connect Smartsheet, WhatsApp, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Smartsheet and WhatsApp?
Frequently Asked Questions
How does Smartsheet trigger data updates in WhatsApp workflows?
Frequently Asked Questions
Can incoming WhatsApp messages update Smartsheet rows?
Frequently Asked Questions
Do I need coding skills to automate Smartsheet and WhatsApp?
Frequently Asked Questions
Is the Smartsheet and WhatsApp integration free?
Frequently Asked Questions
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