Automate Smartsheet & Intercom

Stop paying for mismatched spreadsheets. Sync data between Smartsheet and Intercom in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Smartsheet"]
        T1(["Copy Folder — Destination workspace folders"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Intercom"]
        A1(["Add Event Legacy"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Smartsheet and Intercom operate independently, project updates can lead to significant communication delays. For instance, if a project manager updates a task status in Smartsheet, the customer support team may remain unaware of these changes, resulting in them providing outdated information to clients. This scenario forces support agents to manually check Smartsheet for the latest project statuses, wasting valuable time that could be spent addressing customer inquiries.

Top Ways to Automate Smartsheet & Intercom

Automated Task Creation: Instantly create tasks in Smartsheet from Intercom conversations, ensuring that customer inquiries are tracked and addressed without manual input.
Real-Time Status Updates: Automatically update project statuses in Smartsheet based on customer interactions in Intercom, keeping your team informed and aligned on project progress.
Centralized Reporting: Generate comprehensive reports that combine data from both platforms, providing insights into customer feedback and project performance for informed decision-making.

How to Build the Smartsheet → Intercom Sync

In Smartsheet, configure a webhook to trigger on task status updates. Set the webhook to listen to the endpoint: https://api.smartsheet.com/2.0/webhooks.
In the webhook payload, extract the relevant data fields such as taskId, status, and projectId.
Use the extracted data to format a JSON object that includes the task ID and updated status.
POST this JSON object to the Intercom API endpoint: https://api.intercom.io/contacts using the REST API. Ensure to include the necessary authentication headers for Intercom.
Map the status field from Smartsheet to the corresponding field in Intercom to ensure accurate representation of the task status.

Developer Warnings & API Gotchas

Ensure that the taskId from Smartsheet corresponds to the correct user in Intercom. A mismatch can lead to updates being sent to the wrong contact.
Be cautious with the data type of the status field; if it is sent as a string in Smartsheet but expected as an integer in Intercom, this will cause a failure in the API call.
When configuring the webhook in Smartsheet, verify that the webhook is set to trigger only on relevant status changes to avoid unnecessary API calls to Intercom.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Smartsheet... Copy Folder — Destination workspace folders

Do this in Intercom Add Event (Legacy)
When this happens in Smartsheet... Copy Folder — Source workspace folders

Do this in Intercom Add Note
When this happens in Smartsheet... Fetch Custom Actions

Do this in Intercom Add Tag to Contact
When this happens in Smartsheet... Get Folders

Do this in Intercom Add Tag to User (Legacy)
When this happens in Smartsheet... Get Reports

Do this in Intercom Add/Remove Tag on Company

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I can see you're looking at mapping Smartsheet to Intercom. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?