Smartsheet

Smartsheet is a spreadsheet-style platform for tracking work, leads and requests. Connecting Smartsheet to Resool lets agents add the contact they're talking to as a new row in a sheet with one click, and lets workflows add rows with any columns you map, for example every new lead from a website chat. Resool only adds rows; it never deletes or changes existing ones.

#What you can do with Smartsheet

In the Inbox

• Add to Smartsheet: add the contact's name, email and phone as a new row in the sheet you chose.
• See the rows added for the contact and open them with View in Smartsheet.

On the contact page

• The Connected apps list shows how many rows were added for the contact.

In Workflows

• The Add Smartsheet row step adds a row at the bottom of a sheet with the columns you map. Values can include variables such as {{contact.email}}.

#Before you begin

• You need a Smartsheet account with edit access to the sheet you want to use.
• The sheet should have columns for the contact's name, email and/or phone.
• In Resool, only workspace Owners and Admins can connect apps and change their settings.
• Adding rows from the inbox needs a role that can manage contacts (Owner, Admin, Manager and Agent can by default).

#How to connect Smartsheet to Resool

1. Go to Settings › Apps.
2. Open the Productivity tab and click Connect on the Smartsheet card.
3. The Connect Smartsheet dialog lists what Resool will be able to do: see your sheets and their columns, add rows, and nothing is deleted or changed in your sheets. Click Continue.

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Settings › Apps › Smartsheet › Connect

The "Connect Smartsheet" dialog with its description, the permission list with three items, and the Cancel and Continue buttons.

File: screenshots/smartsheet-connect-dialog.png

1. Sign in to Smartsheet in the window that opens and allow access.
2. You're returned to Resool and see Smartsheet connected.

#How to configure Smartsheet

The inbox button needs a sheet and at least one column. Click Manage on the Smartsheet card to open Smartsheet settings.

Defaults

• Sheet: the sheet Add to Smartsheet puts contacts in. It's also the default sheet of workflow steps.

Adding contacts

• Name column: filled with the contact's name.
• Email column: filled with the contact's email.
• Phone column: filled with the contact's phone number.

Pick at least one column. Changing the sheet clears the columns. Click Save changes when you're done.

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Settings › Apps › Smartsheet › Manage

The "Smartsheet settings" side sheet with Sheet set to "Leads 2026" and the Adding contacts card with Name column, Email column and Phone column set to sheet columns.

File: screenshots/smartsheet-settings-sheet.png

#How to add a contact to Smartsheet from the Inbox

1. Open a conversation in the Inbox.
2. Click the Smartsheet icon in the right-hand sidebar.
3. Click Add to Smartsheet. Resool adds a row with the contact's name, email and phone in the columns you chose, and you see Created in Smartsheet.

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Inbox › open a conversation › Smartsheet icon in the right sidebar

The Smartsheet panel with "1 row" listed for the contact with its creation date, and the Add to Smartsheet and View in Smartsheet buttons at the bottom.

File: screenshots/smartsheet-inbox-panel.png

If the panel asks you to pick the sheet and the name, email or phone column, finish the setup in Smartsheet settings first.

#How to add Smartsheet rows in Workflows

1. Open a workflow and click Add a step.
2. Under Tasks & docs, choose Add Smartsheet row.
3. Set up the step:
   • Sheet: leave it on Default or pick another.
   • Columns: map sheet columns to values. Values accept variables, for example {{contact.name}}, {{contact.phone}} or a fixed text like "Website chat".
4. Save and publish the workflow.

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Workflows › open a workflow › Add a step › Tasks & docs › Add Smartsheet row

The step settings with Sheet on Default and four mapped columns (Name → {{contact.name}}, Email → {{contact.email}}, Phone → {{contact.phone}}, Source → Website chat).

File: screenshots/smartsheet-workflow-step.png

Each run adds a new row at the bottom of the sheet.

#How to disconnect Smartsheet

1. Go to Settings › Apps and click Disconnect on the Smartsheet card.
2. Confirm in the Disconnect Smartsheet? dialog.

Resool stops accessing your Smartsheet account. Rows already added stay in your sheets.

#FAQ and troubleshooting

#Why don't I see the Add to Smartsheet button?

The button appears only after a sheet and at least one of the name, email or phone columns are set in Smartsheet settings. Agents also need a role that can manage contacts.

#Does Resool update a row if the contact is already in the sheet?

No. Smartsheet rows are only added, never updated or deleted. If you need to update existing records, consider Airtable or Google Sheets, which can update matching rows.

#Can a workflow write to a different sheet than the inbox?

Yes. Each Add Smartsheet row step can pick its own sheet.

#Which plans include Smartsheet?

Apps are included on every plan. See Plans and billing.

#What's next?

• Getting started with apps
• Workflow steps
• Airtable
• Google Sheets