How to Send Everest Forms Submissions to Smartsheet

Smartsheet is a project management tool for organizing work and collaborating. Everest Forms makes it easy to build WordPress forms. Everest Forms is where that data needs to go. Here is how to connect them without Zapier or code.

Why not just use Zapier?

For connecting your forms to project management, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Everest Forms installed and at least one form.
• A Smartsheet account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Smartsheet to AFI

Smartsheet uses OAuth 2.0 for authentication. In AFI → Settings → Smartsheet, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Everest Forms to Smartsheet.

2. Pick your trigger

Select Everest Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Smartsheet as the destination

Choose Smartsheet from the platform dropdown and pick Add Row. This adds a row to a Smartsheet.

4. Map fields

Match each Smartsheet field on the left to the corresponding Everest Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Everest Forms form and submit. Check Smartsheet to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps standard sheet columns to Smartsheet with unlimited submissions. Pro adds custom column mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Everest Forms to Smartsheet in minutes.