How to synchronize HubSpot with Smartsheet

5 min read

Guide

Syncing HubSpot with Smartsheet makes it easy to collaborate with teams who don't have direct access to your CRM. With resynced.io, you can:

Sync deals, contacts, companies, leads, and calls from HubSpot into Smartsheet automatically
Set up a one-way or two-way sync depending on your needs
Map fields and apply filters to sync only the data you need
Create reports, dashboards, or workflows based on your CRM, always up to date.

In this step-by-step guide, we'll show you how to connect your accounts, select what to sync, and run smoothly.

1. Prepare your data

Before setting up the integration, make sure both HubSpot and Smartsheet are ready:

- Create the necessary columns manually in each app. resynced.io doesn't add them for you.
- Column names can vary, such as "Name" in Smartsheet and "First Name" in HubSpot. You'll match them later during field mapping.

For dropdown fields (e.g., Status, Select), ensure the required values already exist in both platforms. resynced.io won't auto-create these options

2. Select platforms, connect accounts, and pick a source

In resynced.io, choose HubSpot and Smartsheet as the apps to sync.

Connect your HubSpot and Smartsheet accounts in resynced.io:
- For HubSpot, click Add new connection and authorize your HubSpot account.
- For Smartsheet, also authorize your account and grant the requested permissions.

Pick the source for the sync:
- For HubSpot, select the entity you want to sync, such as Deals, Companies, Contacts, Leads, or Calls.
- For Smartsheet, pick the sheet you want to connect.

3. Filter the data you want to sync (optional)

By default, resynced.io syncs all items. You can add filters to sync only specific rows based on status, checkbox, text, or other criteria.

Choose a column to filter by, set a condition like "equals" or "does not equal," and enter a value.

Important

Always match the values exactly as they appear in the source. Pay attention to capitalization. For example, if the status is "Done," filtering by "done" won't work as expected.

4. Configure sync behavior for new and deleted items

By default, only new records from the left source are added to the right source.

- You can enable creation in both directions
- You can also choose to sync deletions: either one-way or both ways

This gives you control over how dynamic your data flow should be between the two systems.