Unito Two-Way Sync

HubSpot and Smartsheet Integration: Deep, Bidirectional Sync

Sync every field, status, and hierarchy bidirectionally between HubSpot and Smartsheet. Deploy without engineering. Enterprise-grade security and scale.

  • 4.5 on G2
  • SOC 2 Type 2

How teams connect HubSpot and Smartsheet

Pick the setup closest to yours. HubSpot deals, tickets, tasks, contacts and companies all sync with Smartsheet rows.

  • 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.

  • 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.

  • 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.

See every field HubSpot and Smartsheet support

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.

1

Connect your tools

2

Define how data flows

Set flow conditions
3

Set flow conditions

Review how fields map across tools
4

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

Custom sync rules

Use intuitive rules (conditions or filters) to determine exactly what data to sync, such as HubSpot deal stage, pipeline, sheet rows, parent rows, and more.

Deep field configurability

Configure your data flow field by field. Map any native or custom fields — including HubSpot deal properties and Smartsheet columns — and define flow direction for each, with item matching to prevent duplicates.

Full relationship support

Sync hierarchies and lookup fields across tools, keeping HubSpot pipelines, deals, and line items aligned with Smartsheet workspaces, sheets, and parent rows.

Historical data sync

Sync historical records from any point in time, across even the largest datasets. Unito is purpose-built for enterprise-scale alignment across all your tools.

Comment & attachment support

Sync comments and attachments across HubSpot and Smartsheet so revenue and delivery teams keep full context whether they work in the CRM or the portfolio sheet.

Live data transformation

Transform data in real time with transformers to combine fields, convert HTML to text, extract values, or apply custom string logic through JSON settings.

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

Connect HubSpot and Smartsheet with an intuitive, out-of-the-box solution that allows for full configurability of your integration. No custom logic, scripting, or engineering-led setup required.
Abstracted complexity

Lower total cost of ownership

Most iPaaS tools drive up cost with long rollouts and heavy upkeep. Unito lowers TCO with fast time to value, and no specialized headcount to maintain or scale integrations.
Lower total cost of ownership

Scalability and resilience

Maintain real-time data consistency across datasets of any size. Unito's auto-scaling, intelligent API throttling and automatic recovery ensure uptime even during peak loads and tool downtimes.
Scalability and resilience
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.

AICPA SOC 2 for Service Organizations

SOC 2 Type 2 certified

GDPR and California Consumer Privacy Act compliance

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 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

How do I set up the HubSpot + Smartsheet integration?

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.

Can custom HubSpot deal properties sync to Smartsheet columns?

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.

Can multiple HubSpot pipelines feed one Smartsheet workspace?

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.

Do I need HubSpot portal admin access to set up the sync?

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.

Which HubSpot objects map to Smartsheet?

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.

Can I sync only some HubSpot records rather than everything?

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.

Do attachments carry across between HubSpot and Smartsheet?

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 ↗

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 ↗
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