HubSpot Diamond Solutions Partner

HubSpot & Smartsheet Integration: Connect Your GTM and Project Data

Connect your HubSpot CRM with Smartsheet to automate project handoffs, streamline workflows, and provide complete visibility across your commercial and operational teams, from the initial sale to final delivery.

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Empower Your Project Teams with Real-Time GTM Data

Eliminate manual project setup and inconsistent data entry. By syncing HubSpot data directly into Smartsheet, you can automatically initiate new projects, pre-populate sheets with accurate customer information, and ensure your delivery teams have the full context they need to execute flawlessly from day one.

Automated Project Provisioning: Automatically create and populate a new Smartsheet project from a template the moment a deal is marked 'Closed Won' in HubSpot.

Centralized Customer Information: Push key deal properties, contact details, and notes from HubSpot directly into the relevant columns of your Smartsheet project plan.

Standardize Project Kickoffs: Ensure every new client project follows a consistent, best-practice workflow by automating the setup process.

Unlock Real-Time Project Visibility in Your CRM

Give your sales, service, and account management teams a direct line of sight into project progress without ever leaving HubSpot. By syncing project status and key milestones from Smartsheet back to the CRM, your commercial teams can have more informed client conversations, manage expectations proactively, and identify new opportunities.

View Project Status in HubSpot: Track project health, key dates, and completion status from Smartsheet columns directly on the associated HubSpot deal or company record.

Trigger Automated Client Updates: Use HubSpot workflows to send automated email updates to clients when their project's status column is updated in Smartsheet.

Enhance Account Management: Equip account managers with real-time project data to provide better support, anticipate challenges, and strengthen client relationships.

A Flexible Sync Architecture That Molds to Your Business

Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.

Built for Your Business Process

Standard, out-of-the-box connectors force you into a rigid workflow that doesn't match your true operational needs. Our custom integration is engineered to map the data flow to your specific sales-to-delivery handoff, ensuring the technology supports your process—not the other way around.

Bi-Directional & Uni-Directional Sync: Control the flow of information precisely between HubSpot and Smartsheet to keep both commercial and project teams perfectly aligned.
Real-time & Scheduled Syncs: Trigger row or sheet creation instantly based on a deal closing or run batch updates to sync project statuses on a schedule that fits your cadence.
Custom Sync Logic & Triggers: Define the exact conditions for automation, such as creating a project row only for deals of a certain size or product line.
High-Volume Data Handling: Our architecture is built to reliably manage a high volume of projects and tasks without compromising system performance.

Comprehensive Object & Field Mapping

We ensure seamless data translation between HubSpot and Smartsheet by mapping CRM objects to your project management structure.

HubSpot

Smartsheet

Deals
Tickets
Companies & Contacts
Deal/Ticket Properties

Rows in a Project Sheet or New Sheets
Rows in a Support or Task Sheet
Columns for Client Name, Contact Info
Cell data in specific columns (e.g., Project Value, Due Date)

Deals Rows in a Project Sheet or New Sheets
Tickets Rows in a Support or Task Sheet
Companies & Contacts Columns for Client Name, Contact Info
Deal/Ticket Properties Cell data in specific columns (e.g., Project Value, Due Date)

Why Integrate IQ?

Our four pillars for delivering successful outcomes on complex projects.

Mastery of Complexity

We thrive on custom API integrations, multi-system migrations, and 'messy data' that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.

Pragmatic Innovation

Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.

De-Risking the Process

Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.

The Expert You Call

We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.

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Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverab…

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship…

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower

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Frequently Asked Questions

While basic connectors can create a new row from a trigger, our custom solution offers robust, bi-directional syncing. We can update existing rows, map numerous custom fields, and build complex logic (e.g., if a deal stage changes, update a specific cell in an existing row), providing a level of reliability that is essential for core business processes.

Yes. This is a key feature for standardization. We can configure the integration to automatically create a new sheet from your designated project template whenever a deal is won, ensuring every new project kicks off with the correct tasks, columns, and conditional formatting.

Absolutely. The bi-directional sync allows Smartsheet events to trigger updates in HubSpot. When you change a status dropdown in your project sheet, we can automatically update a custom 'Project Status' property on the HubSpot deal, keeping your sales and account teams informed in real-time.

Yes. Our solution can map any standard or custom property from a HubSpot record and sync that data to a designated column in your Smartsheet. This ensures your project team has all the unique details they need, such as service level agreements, budget codes, or technical requirements, right where they work.

Get Your Free HubSpot Consultation!

Schedule a discovery call with our integration experts to learn how a custom connection between HubSpot and Smartsheet can create a seamless, automated process from sales to project completion.