How to connect Youform with Smartsheet
Create your form in Youform
Build your form using Youform's drag-and-drop editor. Add any fields you need โ text, email, file uploads, and more.
Connect to Smartsheet via Zapier
In Zapier, create a new Zap with Youform as the trigger. Select 'Smartsheet' as the action app and map your form fields to Smartsheet.
Automate your workflow
Every time someone submits your Youform, the data automatically flows into Smartsheet. No manual work needed.
What you can do with Youform + Smartsheet
Project intake management
Collect project requests through a form and have each one appear as a new row in your Smartsheet project intake sheet, ready for review and prioritization.
Resource request tracking
Let team members submit resource or equipment requests via forms and log them in a Smartsheet for managers to approve and track fulfillment.
Vendor onboarding
Collect vendor information and compliance documents through a Youform and populate your Smartsheet vendor management tracker automatically.
Change request logging
Capture change requests or scope modifications through forms and add them to your Smartsheet project plan for impact assessment and approval.
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Frequently Asked Questions
Yes. When configuring the Zap, you select the target sheet and map each Youform field to the corresponding Smartsheet column, including text, date, dropdown, and contact columns.
Yes. Rows added through Zapier trigger Smartsheet's built-in automations, including alerts, reminders, and approval workflows, just like manually added rows.
Zapier's Smartsheet integration primarily supports adding new rows. For updating existing rows, you can use Zapier's search and update actions together in a multi-step Zap.
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