The Best Smartsheet Integrations and Apps in 2026
Smartsheet is where a lot of teams run projects, track work, and report on status — but it’s only as useful as the tools it talks to. The good news: Smartsheet has a solid set of native integrations plus connectors for the systems most teams already live in. The gap: if the tool you need isn’t on the list, you’re stuck exporting spreadsheets by hand.
Here are the Smartsheet integrations actually worth setting up, grouped by what they do — and then the way to connect Smartsheet to anything with an API, even when no native integration exists.
Communication: Slack and Microsoft Teams
Get Smartsheet updates where your team already talks.
- Slack — send row updates, reminders, and alerts into Slack channels, and get notified when something changes on a sheet.
- Microsoft Teams — embed sheets, reports, and dashboards directly in a Teams tab, and push notifications into channels.
Productivity suites: Microsoft 365 and Google Workspace
- Microsoft 365 — edit attachments in Office, sync with Outlook, and pull Smartsheet into the Microsoft tools you already use.
- Google Workspace — attach Google Drive files to rows, and use the Google add-on to move data between Sheets and Smartsheet.
Project and dev tools: Jira
- Jira Connector — a two-way sync between Smartsheet and Jira so project managers work in Smartsheet while engineers stay in Jira, without either side rekeying data.
CRM and sales: Salesforce and Dynamics 365
- Salesforce Connector — sync opportunities, accounts, and cases between Salesforce and Smartsheet to run sales ops, onboarding, and reporting off live CRM data.
- Microsoft Dynamics 365 Connector — the same idea for teams on Dynamics.
Reporting and BI: Tableau and Power BI
- Tableau (Live Data Connector) — visualize Smartsheet data in Tableau with a live connection.
- Power BI — build dashboards in Power BI on top of your Smartsheet data.
File storage and content
- Box, Dropbox, Google Drive, OneDrive — attach and manage cloud files directly on Smartsheet rows.
- Brandfolder — Smartsheet’s own digital asset management, for teams managing creative and brand assets alongside project work.
E-signature: DocuSign and Adobe Acrobat Sign
- DocuSign and Adobe Acrobat Sign — trigger signature requests from a row and track status without leaving your workflow.
No-code automation: Zapier and Make
- Zapier and Make — connect Smartsheet to thousands of apps with simple triggers (“new row → do X”). Great for straightforward field-mapping, though they’re built for basic automation, not for reasoning over your data.
The AI way to connect Smartsheet to anything: Carly
Native connectors cover the big systems. But the moment you need Smartsheet tied to a tool that isn’t on the list — or you want something smarter than “new row → copy field” — you’ve hit the ceiling of native integrations and no-code triggers.
Carly is an AI executive assistant that connects to 200+ tools and, crucially, lets you bring your own API key to connect to anything with a REST API — Smartsheet included. Instead of a fixed catalog, you get an agent that:
- Acts on triggers, 24/7 in the cloud — when a row changes, a form comes in, or a date hits, Carly does the next step without you in the app.
- Reasons over your data — not just “copy this field,” but “read the status column, summarize what’s at risk, and email the owner.”
- Ties Smartsheet to the rest of your stack — updating a sheet becomes one step in a workflow that also touches email (Gmail and Outlook), calendar, CRM, and tasks.
- Builds the workflow from a plain-English description — tell it “when a project row moves to At Risk, message the owner in Slack and log a task” and it interviews you, then builds it.
AI agents start at $35/month, and steps in a workflow that don’t use AI run free and unlimited. See the full Claude + Smartsheet integration guide for how the API-key connection works.
How to connect Smartsheet to a tool with no native integration
- In Smartsheet, generate an API access token (Personal Settings → API Access).
- Paste your API token into Carly on the integrations page.
- Describe the workflow in plain English, and Carly builds it — connecting Smartsheet to whatever else you need, on triggers, without your laptop open.
Frequently Asked Questions
Does Smartsheet have integrations?
Yes. Smartsheet offers native integrations and connectors for Slack, Microsoft Teams, Microsoft 365, Google Workspace, Jira, Salesforce, Dynamics 365, Tableau, Power BI, DocuSign, Box, Dropbox, and more, plus Zapier and Make for no-code automation and a REST API for custom connections.
What is the best Smartsheet integration for automation?
For simple triggers, Zapier or Make cover most apps. For automation that acts on triggers and reasons over your data — and to connect Smartsheet to tools with no native integration — an AI agent like Carly connects via your Smartsheet API token and runs workflows in the cloud.
How do I connect Smartsheet to an app that isn’t listed?
Use Smartsheet’s REST API. Generate an API access token in Smartsheet, then hand it to a platform that supports bring-your-own-API-key connections — Carly does this and can wire Smartsheet to any tool with an API.
How much does an AI automation for Smartsheet cost?
Carly’s AI agents start at $35/month, with non-AI workflow steps running free and unlimited. Your Smartsheet plan and API access are separate.
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