Smartsheet for Gmail add-on

Once the information is captured in Smartsheet, all Smartsheet collaborators can see and act on the information. The Smartsheet for Gmail add-on works with Gmail and the Gmail app for Android phones.

Connect Gmail to Smartsheet

1. From the Google Workspace Marketplace, navigate to the Smartsheet for Gmail Add-on and select INSTALL.
2. Choose the Gmail account that you want to use with the add-on. 

If prompted, sign in with your Gmail address and password. You may need to select INSTALL again.

3. Select ALLOW. 
4. A Smartsheet...has been installed! message appears when installation is successful.

You only need to connect your Gmail account with your Smartsheet account one time.

If you use the Gmail app for Android phones, the add-on is also available for you there once you've installed and connected it using these steps.

If you're a Google Workspace administrator, you can install the Smartsheet for Gmail add-on for your entire domain. For additional information about installing add-ons at the domain level, see the Google Workspace Help Center. 

Connect your Gmail and Smartsheet accounts

1. Navigate to Gmail and open an email message.

2. To open the Smartsheet for Gmail add-on, select the Smartsheet logo in the add-on panel.
     

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   You may need to refresh your browser window if you don't see the icon in the add-on panel right away. 

3. In the Smartsheet add-on panel, select CONNECT TO SMARTSHEET.

4. A new window opens with a message saying that the app is requesting access to Smartsheet.
     

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5. Select Allow to allow the add-on to access Smartsheet.

Now that you’ve installed and connected the add-on, your Smartsheet account is available in the add-on panel. 

To view sheets from the panel, select BROWSE ALL SHEETS.

Use the Smartsheet for Gmail add-on

Once you've installed the Smartsheet for Gmail add-on and connected it to your Smartsheet account, you can do the following:

• Add a comment containing the message body and its metadata (who the message was from, the subject, the date it was sent, and so on)
• Include attachments from email messages as attachments to the comment.
• Modify the contents of other fields in a row directly from the add-in panel (that is, you don’t need to switch to Smartsheet to make changes to sheet data)

How you do these things is nearly the same regardless of whether you're accessing Gmail from an internet browser or via the Gmail app for Android phones.

Add information from your email to a row in Smartsheet

1. Open an email message from Gmail or the Gmail app for Android phones.
2. Select the Smartsheet logo in the upper-right corner of the email window. If you're working from the Gmail app, tap the add-on icon at the bottom of the email message.
3. Locate the sheet to which you want to add the contents of the email by searching or browsing.
   • By searching: Type the sheet's name in the search field near the top of the add-on panel and select SEARCH.
   • By browsing: Select BROWSE ALL SHEETS to navigate through your available sheets.
4. Choose from the following to include message text and attachments:
    

• Add the email message text to a row
  Select whether you want to add the information to a new row or to an existing row:
   
  • New row: Select Add a row at the top of the add-on panel. The new row appears at the bottom of the sheet. 
    You have the option to type information into the row’s Primary Column. It’s a best practice to type a value here, such as the name of the task.
  • Existing row: Select the row in the add-on panel. The content from the row's Primary Column displays in the app panel. You can change or update the content.
     

5. In either case, the text from the email message appears automatically as a comment to the row. The comment includes the message body and its metadata (who the message is from, the subject, the date, and so on).
   
   Exclude attachments
   Any attachments associated with the email message are uploaded and attached to the row comment by default (inline images are considered attachments and are also included).
   
   If you don't want to include an attachment, switch the slider next to the attachment's name to off.
6. Select the down arrow to review the other columns in the sheet and edit them as desired.
7. Select APPLY CHANGES to add the information to the desired row.
8. The Success! message confirms the information was added or updated as you specified.

You can copy text from only one email message at a time. If you navigate away from one message to a different message—even within the same email thread—before you select APPLY CHANGES, you lose your changes.