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The Jotform + Smartsheet integration: A smarter way to manage data

3 min read Last Update Date: 
The Jotform + Smartsheet integration: A smarter way to manage data

Jotform and Smartsheet are the perfect pair: Jotform captures data, while Smartsheet helps you put that data to work. Our users have consistently asked for a way to connect these two powerful platforms, and we’ve been listening. 

👋 Say hello to the new Jotform + Smartsheet integration.

Now, form submissions can flow automatically into Smartsheet, creating a seamless connection between data collection and the workflows teams already use.

Connect data collection with collaboration

The integration makes Jotform even more valuable for users who also use Smartsheet for spreadsheet-driven workflows. Jotform provides a flexible, user-friendly way to collect information, while Smartsheet gives teams a structured environment for tracking tasks and coordinating next steps.

Together, the two platforms can help teams

  • Eliminate manual transfers of form responses
  • Improve visibility and speed up access to submission data
  • Keep operational data consistent and organized
  • Respond to requests more quickly
  • Collaborate in a familiar, shared workspace

The result is a smoother, more efficient transition from data collection to action, with fewer disconnected tools and processes.

How to integrate Jotform and Smartsheet

  1. Open the Jotform Form Builder.
  2. In the orange navigation bar at the top of the page, select Settings.
  3. Select Integrations in the left menu, and then search for Smartsheet.
Selecing the Smartsheet option from the Integrations tab
  1. Select Authenticate, and then log in to your Smartsheet account.
Clicking on the Authenticate button to log in to Smartsheet
  1. Select the Smartsheet sheet where you want to add your form submissions as new rows.
  2. Select Match the Column Fields to map your Smartsheet columns on the left to the corresponding Jotform form fields on the right. 
  3. Select Add Field to map additional fields as needed. Enable Send Existing Submissions to the Sheet if you want to include previously submitted form entries in the Smartsheet sheet.
Matching the Column Fields in the Smartsheet integration settings
  1. Select Save, and the integration is all set!

Built for growing business workflows

The potential of the integration extends beyond forms. Smartsheet connectivity can support workflows that involve Jotform Tables, Jotform Sign, Jotform Workflows, Jotform PDF Editor, and Jotform Smart PDF Forms

Although some form builders offer Smartsheet connections through automation services such as Zapier, a native integration provides a more straightforward experience. It reduces reliance on third-party tools and gives Jotform customers an embedded way to connect data collection, tracking, and collaboration.

This integration has been in high demand, especially from our Enterprise customers — highlighting the value of Smartsheet connectivity for organizations managing structured, cross-functional work.

Here are a few examples of how organizations can use the Jotform + Smartsheet integration. 

AudienceHow they can use the integrationKey benefit

Operations teams

Send incident reports, service requests, or onboarding submissions directly to Smartsheet

Makes information immediately available for assignment and follow-up

Project managers

Collect project requests through Jotform and send each submission to a shared Smartsheet sheet

Improves visibility and helps teams coordinate project work

Administrators

Connect Jotform forms to destination sheets for recurring processes

Reduces manual data transfers and keeps records organized

Jotform Enterprise customers

Incorporate Jotform submissions into shared, cross-functional Smartsheet workflows

Supports structured collaboration at scale

Jotform’s Smartsheet integration helps teams spend less time moving information and more time using it. 

To learn more, check out our Smartsheet Integration User Guide.

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