How to Send Happy Forms Submissions to Smartsheet

Smartsheet is a project management tool for organizing work and collaborating. Happy Forms lets you create powerful forms, but sending data to external platforms needs an integration. AFI bridges that gap to Smartsheet.

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-submission fees, no external dependencies.

What you will need

• A WordPress site with Happy 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 Happy Forms to Smartsheet.

2. Pick your trigger

Select Happy 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 Happy 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 Happy 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 Happy Forms to Smartsheet in minutes.