How to Connect Webhooks with Smartsheet

The integration will allow you to get new leads from Webhooks and transfer them to Smartsheet for add rows. This allows you to efficiently automate workflows and save a lot of time by not having to manually add each row to the table.

Navigation:

1. What will integration Webhooks with Smartsheet do?
2. How to connect your Webhooks account?
3. How to connect your Smartsheet account to?
4. How to setup data transfer to Smartsheet in the selected action? 
5. An example of the data that will be sent to your Smartsheet.
6. Auto-update.

To start setup click "Create Connection".

Select a system as the Data Source. In this case, you must specify Webhooks.

Next, you need to specify the system to which the data from the Webhooks will be transmitted. In this case, you must specify Smartsheet.

The next step is to select the Webhooks account from which SaveMyLeads will get the data.
If there are no account connected to the system, click "Connect account".

If desired, you can change its name or simply click "Continue".  

When the connected account is displayed in the "active accounts" list, select it.

Next, you need to copy the "URL for receiving data", click "Continue" and go to your account, that supports data transfer via Webhooks.

For the example work in this help, we will copy this link and go to the Kajabi account, setup an publication for transferring data via Webhooks.

You can do the same on any other system that supports Webhooks.

Go to the "Sales" - "Offers" tab, then select the publication from which you want to Data Destination.

Click on three dots and select "Webhooks".

In the "Purchase Webhook URL" field, paste the link you copied earlier from the SaveMyLeads system. After that, click "Send Test" to create a test event in the Kajabi system.

If you don't see the "Send test" button, click "Save" and go to the "Webhooks" section again.

The next step is to select a Smartsheet account to which leads will be sent.

If there are no accounts connected to the system, click "Connect account".

Enter your Smartsheet account Email and Password and give SaveMyLeads permission to work with this account.

When the connected account is displayed in the "active accounts" list, select it.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

Now you need to assign variables from the Data Source system to the columns of the table you need.

In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.

To add a variable, click on the column field and select the desired variable from the drop-down list. Please note that you can use not only Data Source variables, but also manually entered data.  

Click "Continue" when you're done with assigning fields.

Now you see the test data to send to Smartsheet.

Click "Send test data to Smartsheet" and go to Smartsheet to check the result.

In order for data from Webhooks to be transferred multi-venously to Smartsheet, click "Finish setup".

On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.

When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.

This completes the integration setup between Webhooks with Smartsheet! See how easy it is!?

Now you don't have to worry, SaveMyLeads will do everything on its own!