How teams connect HubSpot and Smartsheet
Pick the setup closest to yours. HubSpot deals, tickets, tasks, contacts and companies all sync with Smartsheet rows.
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Deals
Items sync both ways between HubSpot and Smartsheet
Rows
Kick off projects when deals close
When a deal is found in HubSpot, create a matching row in Smartsheet and keep them in sync.
Each line item on the deal lands as a child row under the deal's row, and description and attachments sync both ways, so onboarding starts on full scope.
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Tickets
Items sync both ways between HubSpot and Smartsheet
Rows
Route customer requests to project teams
When a ticket is found in HubSpot, create a matching row in Smartsheet and keep them in sync.
Status, comments and priority sync both ways, so account teams see where a request stands on the HubSpot ticket as project teams update the Smartsheet row.
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Tasks
Items sync both ways between HubSpot and Smartsheet
Rows
Share tasks between sales and project teams
When a task is found in HubSpot or a row in Smartsheet, create a matching one in the other tool and keep them in sync.
Status, due dates and assignees sync both ways, so sales reps work their part of the Smartsheet project plan from the HubSpot task list they already use.
Trusted by Fortune 500 companies and global brands
Set up your HubSpot–Smartsheet sync in simple steps
Connect your tools, choose what to sync, and launch your flow. No engineering required.
Connect your tools
Define how data flows
Set flow conditions
Review how fields map across tools
Everything Unito syncs between HubSpot and Smartsheet
Choose which tool creates new items and which way each field syncs, so HubSpot deals can create Smartsheet rows while description and attachments update both ways. Set rules on field values to decide which deals and rows sync.
HubSpot
Supported object types
- Contacts
- Companies
- Deals
- Leads
- Tasks
- Tickets
- Products
- Line items
- Quotes
- Orders
- Invoices
- Fees
- Taxes
- Discounts
- Carts
- Services
- Listings
- Courses
- Subscriptions
- Activities (notes, calls, meetings, emails)
- Projects
- Notes
- Threads & Comments
- Attachments
- All native and custom objects
Also syncs
Threads & Comments
Attachments
Hierarchies
Rich text
Supported fields
Two-way
- Text
- Number
- Rich text
- Drop downs (single and multi-select)
- Date
- Date and time
- URL
- User
- Linked records (Associations)
Smartsheet
Supported object types
- Rows
Also syncs
Comments
Attachments
Dependencies
Hierarchies
Supported fields
Two-way
- Custom column
- Parent
- Primary column
One-way (read only)
- Created at
- Modified at
- Permalink
- Row ID
Real-time data sync with full control, no coding required
Enterprise-grade sync without the enterprise-grade complexity
Enterprise integration tools handle cross-team alignment workflows at scale, but they demand certification, scripting, and multi-week rollouts. Unito handles the same workflows between HubSpot and Smartsheet with rules anyone on the team can configure.
Abstracted complexity
Lower total cost of ownership
Scalability and resilience
Enterprise-grade control and reliability
Unito is designed to meet the highest standards of security and performance.
SOC 2 Type 2 certified
GDPR and CCPA compliant
- SSO
- Secure from end to end
- Access controls and flow permissions
- Centralized monitoring tools
- No data stored by Unito
See how teams succeed with Unito
See how you can sync HubSpot and Smartsheet with Unito
Book time with an integration expert who can help solve your specific workflow integration challenges.
What to expect
- A 15-30 min call to assess your workflow and integration needs
- A solutions overview of Unito’s sync platform
- Hands-on help to get started and support your evaluation
Frequently asked questions about HubSpot and Smartsheet
With Unito, you connect both accounts, choose which HubSpot records and Smartsheet sheets to sync, then map fields. For the full walkthrough, see our HubSpot + Smartsheet integration guide.
Yes. Custom HubSpot deal properties, including dropdown and number fields, map to Smartsheet columns with direction control per field so each side keeps the values it owns.
Yes. Each flow connects one HubSpot pipeline to one Smartsheet sheet. A workspace can hold multiple flows so different pipelines (new biz, renewals) route to different sheets.
Yes. Only a HubSpot Super Admin can connect a HubSpot account to Unito and build flows that sync deals, tickets or tasks. Setup itself is no-code and point-and-click, so no developer or API work is needed.
Unito syncs HubSpot deals, tickets and tasks with Smartsheet rows. Deal fields such as Stage, Amount and Line item stay in bidirectional sync, so a deal can live as a row your delivery team tracks.
Yes. Unito rules sync only records matching specific statuses, assignees or tags, and every condition on a rule must be met. Custom field values can also drive rules, and rules can trigger actions such as auto-assigning a synced item.
Yes. Unito syncs attachments on both sides, so files on a synced HubSpot deal, ticket or task carry across to its matching Smartsheet row.
About HubSpot
HubSpot is a customer platform that combines CRM, marketing automation, sales tools, and customer service in one connected system. Teams use it to manage the full customer lifecycle from first touch through retention.
Learn more about Unito's HubSpot integrations ↗Popular Tool Pairings
About Smartsheet
Smartsheet is a work execution platform that combines the familiarity of a spreadsheet with the power of project management. Teams use it to manage projects, automate workflows, and build solutions for everything from simple task tracking to complex portfolio reporting.
Learn more about Unito's Smartsheet integrations ↗