How to Send FluentCRM Data to Smartsheet

Smartsheet is a project management tool for organizing work and collaborating. FluentCRM handles a contact submits a form or a tag is applied on your WordPress site. Smartsheet is where that data needs to go. Here is how to connect them without Zapier or code.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-contact fees, no external dependencies.

What you will need

• A WordPress site with FluentCRM installed and configured.
• 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 FluentCRM to Smartsheet.

2. Pick your trigger

Select FluentCRM as the form provider. AFI fires when a contact submits a form or a tag is applied, giving you access to contact name, email, phone, tags, and custom field values.

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 FluentCRM field on the right. Common mappings include contact name, email, phone, tags, and custom field values. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Trigger a test event in FluentCRM. 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 records. Pro adds custom column mapping. No per-record fees on any plan.

Frequently asked questions

Which FluentCRM events trigger the integration?

AFI fires when a contact submits a form or a tag is applied. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

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