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Smartsheet Surveys Integration

Connect Responsly to Smartsheet to log survey responses as rows in project sheets, trigger workflow automations on specific scores, and keep feedback visible alongside project tasks.
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  1. Red bull
  2. Schindler
  3. Bayer
  4. Booksy
  5. KraftHeinz
  6. Danone

Flow Responsly responses directly into Smartsheet rows for project tracking, client feedback, and team surveys

Smartsheet is the project-management-meets-spreadsheet tool many teams use for structured operational work. Responsly plugs in naturally — survey responses become rows in the sheet, triggering the same automation and visibility mechanisms Smartsheet uses for tasks and deliverables.

For project managers, operations teams, and cross-functional groups running Smartsheet, this integration keeps feedback visible in the same tool the team uses for planning and tracking.

Where Smartsheet and Responsly fit together

Project-level client satisfaction

A Smartsheet project sheet with a linked survey row per deliverable tracks client feedback as the project progresses. Status, tasks, and satisfaction data all live together — project managers see red/yellow/green signals across every dimension.

Stakeholder approval workflows

Approval workflows built in Smartsheet can be triggered by survey responses. Internal review surveys on a deliverable feed Smartsheet’s approval automation, gating the next project phase on actual stakeholder input.

Vendor and partner evaluation

Regular vendor-evaluation surveys land in a Smartsheet with one row per vendor per evaluation period. Trend data across quarters reveals which partnerships are strengthening or weakening — operational data for renewal decisions.

Project retrospectives as structured data

Post-project retrospective surveys add rows to a sheet tracking what went well, blockers, and improvement ideas across projects. Searchable history for future project kickoffs.

Executive reporting dashboards

Smartsheet dashboards reading from the survey-response sheet show NPS, CSAT, and project-satisfaction trends alongside other PM metrics. One tool, one reporting surface.

Setting up Responsly with Smartsheet

  1. Build the survey in Responsly. Map each question to an intended Smartsheet column.
  2. Prepare the destination sheet. Columns for response ID (unique key), submission date, respondent, and each survey field.
  3. Connect via automation. Zapier, Make, or n8n watches Responsly webhooks and writes rows to Smartsheet via API.
  4. Configure Smartsheet automations. Alerts on low scores, approval requests on submissions, dashboard updates.
  5. Build the dashboard. Summary widgets, trend charts, and drill-down tables from the response sheet.

Practices for clean project-survey data

Key on response ID. Prevents duplicates from webhook retries and keeps the sheet stable.

Include project ID as a column. Every response tagged to a project enables per-project rollups and filters.

Use Smartsheet’s conditional formatting. Red rows for low scores surface problems visually without requiring dashboards.

Archive completed projects. Large sheets slow down; move completed project responses to archive sheets after the project closes.

Review the sheet weekly. Feedback visibility inside Smartsheet is only useful if someone’s looking. Weekly PMO review of new responses keeps the feedback loop closed.

Feedback visible alongside the project plan

Connect Responsly to Smartsheet and survey responses stop living in a separate tool. The project manager sees feedback data where they already manage tasks, approvals, and deliverables — the place decisions get made and the loop gets closed. For automation tools to route responses into Smartsheet, see Make or Zapier. For broader spreadsheet-based survey collection, see the Google Sheets integration.

Smartsheet Integration FAQ

How do Responsly responses get into Smartsheet?

Via webhook and Smartsheet's API, usually through an automation platform like Zapier, Make, or n8n. Each response creates a new row in the target sheet with columns mapped to the survey fields — response timestamp, respondent, rating, comments, and any hidden fields.

Can I trigger Smartsheet automations from survey responses?

Yes. Smartsheet's built-in workflow automation (alerts, updates, approvals) fires on row additions or cell value changes. A low-score row triggers a manager alert; a high-score row creates a testimonial-request task.

What kinds of surveys fit naturally in Smartsheet?

Post-project client satisfaction (each project has its own sheet or row), stakeholder approval surveys tied to project milestones, vendor evaluation surveys, and internal project retrospectives where feedback lives alongside the task plan.

Can responses trigger approval workflows?

Yes. A submitted survey row can kick off a Smartsheet approval request to the project manager or stakeholder. Combined with custom flagging rules, feedback-driven approval processes run entirely inside Smartsheet.

Does this work with Smartsheet dashboards?

Yes. Dashboards pulling from the survey-response sheet visualize CSAT trends, project-level ratings, and open comment themes alongside other project metrics. Executives see one view combining operational and feedback data.

How do I avoid duplicate rows from webhook retries?

Use Responsly's response ID as the row key; the automation checks for existing rows by that ID before adding. Idempotent writes keep the sheet clean.

Can I handle attachments or uploaded files?

Yes. File upload responses can be attached to the Smartsheet row via the API, or the file URL can be written to a cell for linked access. Works well for surveys collecting supporting documents.

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  • 62%

    62% of our surveys are opened on mobile devices. Responsly forms are well optimized for phones and tablets.

  • 2x

    Responsly get 2x more answers than other popular tools on the market.

  • 98%

    Responsly service get an average satisfaction score of 98%

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Enterprise grade security

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    All connections are protected by TLS 1.2 and AES with a 256-bit key. Enable 2-Factor Authentication for even better security.

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    Sign up users with Single Sign-On (SSO) and manage their access to your team. Set permissions and resource access.

Responsly platform helps us to manage customer satisfaction and communication within our organization.

Alicja Zborowska, Administration Specialist

Red bull
Bayer

We automated the product experience management process.

KraftHeinz

Managing customer experience is made easy with Responsly.

Danone

Our suppliers are surveyed quickly and efficiently.

Feel the Responsly advantage over other products

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