Smartsheet is a collaboration and work management solution used to assign tasks, track project progress, manage calendars, share documents, automate workflows and rapidly build new solutions.

How to connect

  • In Gtmhub, navigate to the Data Sources screen by clicking into it from the side menu under Insights tab

  • Click the Select data source button

  • From the Choose a connector dialog, select the Files tab and then select Smartsheet

Click on the connection and then enter a connection name.

When you click Authenticate data source you will be redirected to securely authenticate and allow Gtmhub to access information in your account. Click on "Allow" to continue.

After authorizing Gtmhub, you will be redirected back to to choose the entity you wish to sync.

Give your data source a name and then choose its sync schedule.

Now you are ready to write Insights based on the data fetched from Smartsheet. Learn more about how to create Insights here.

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