Connect Smartsheet to HubSpot

Add a new column to a sheet. Specify the column title, type, and optionally the position and picklist options. For PICKLIST columns, provide the options array with valid values. Use **List Columns** to see existing columns before adding. See the documentation

Add one or more rows to a sheet. Accepts column NAMES as keys — resolves to column IDs internally. Call **Get Sheet** or **List Columns** first to learn column names. Pass rows as a JSON array of objects mapping column names to values: [{"Task": "Review doc", "Status": "Open"}]. For a single row, pass a one-element array. See the documentation

Copy one or more rows from a source sheet to a destination sheet. The rows remain in the source sheet and are duplicated in the destination. Cell values, formatting, and attachments are copied. The destination sheet must have compatible columns. Use **Get Sheet** to find row IDs in the source sheet. To move rows instead (removing them from the source), use **Move Rows**. See the documentation

Copy an existing sheet to a new location. Creates a complete duplicate including all rows, columns, formatting, and attachments. Specify a destination workspace or folder, or omit both to copy to the user's home (Sheets folder). Returns the new sheet's ID and permalink. Use **List Sheets** to find the source sheet ID. To move a sheet instead (removing it from the original location), use **Move Sheet**. See the documentation

Create a new blank sheet with column definitions in a workspace or folder. Columns array defines the schema — each column needs a title and type. Supported column types: TEXT_NUMBER, DATE, DATETIME, CONTACT_LIST, CHECKBOX, PICKLIST, DURATION, PREDECESSOR, ABSTRACT_DATETIME. For PICKLIST columns, include an options array with the valid values. You must provide either a Workspace ID or Folder ID — the home-level create endpoint is deprecated. Use **List Sheets** to verify the sheet was created. See the documentation

Permanently delete a column from a sheet. WARNING: This is irreversible — all cell data in the column is permanently destroyed. Use **List Columns** to find the column ID before deleting. Consider using **Get Sheet** to review the column's data before deletion. See the documentation

Delete one or more rows from a sheet by row ID. This is permanent and cannot be undone. Use **Get Sheet** or **Search** to find row IDs first. See the documentation

Permanently delete a sheet. This is irreversible — all data, rows, and columns are destroyed. Use **List Sheets** to find the sheet ID first. See the documentation

Send a sheet as an email attachment to one or more recipients. The sheet can be sent as PDF, Excel, or PDF Gantt format. Use **List Sheets** to find the sheet ID. See the documentation

Get the authenticated user's identity — returns user ID, email, first/last name, and account details. Use this when the user says 'my sheets' or 'my account' to identify the owner. See the documentation

Retrieve a single row from a sheet by row ID, with cell values keyed by column name instead of column ID. Returns a human-readable object like {"Species": "Velociraptor", "Status": "Monitoring"} plus row metadata. When a cell has a displayValue (formatted date, contact name), that is returned instead of the raw value. Use **Get Sheet** or **Search** to find row IDs. To update a row after reading it, use **Update Row**. See the documentation

Get a sheet's full structure: column definitions (name, type, options, ID), all rows with cell values, and sheet metadata. This is the primary schema discovery tool — call it BEFORE **Add Row to Sheet** or **Update Row** to learn column names, types, and IDs. Returns rows with cell values keyed by column name for readability. For a lightweight column-only view, use **List Columns** instead. See the documentation

Import a CSV or XLSX file as a new Smartsheet sheet in a workspace or folder. The file's first row becomes column headers by default (adjust with Header Row Index). You must provide either a Workspace ID or Folder ID — the home-level import endpoint is deprecated. Supported formats: CSV (.csv) and Excel XLSX (.xlsx). Use **List Sheets** to verify the sheet was created after import. See the documentation

List all columns in a sheet, returning each column's ID, title, type, options (for PICKLIST/CONTACT_LIST), validation, and position index. This is lighter-weight than **Get Sheet** when you only need the column schema and not row data. Use this before **Add Row to Sheet** or **Update Row** to discover column names and types. For full sheet data including rows, use **Get Sheet** instead. See the documentation

Retrieves available folder options from a workspace. See the documentation

Retrieves available options for the Sheet field. See the documentation

List all sheets the authenticated user can access, with name, ID, creation/modification dates, owner, and permalink. Use this to find sheet IDs before calling **Get Sheet**, **Add Row to Sheet**, **Update Row**, **Delete Rows**, **Copy Sheet**, or **Move Sheet**. To search sheets by content rather than listing them, use **Search** instead. See the documentation

Retrieves available options for the Template ID field.

Retrieves available options for the Workspace field using token-based pagination. See the documentation

Lists templates available in your workspaces. Use this to find template IDs for **New Sheet From Template**. See the documentation

Move one or more rows from a source sheet to a destination sheet. WARNING: Rows are permanently removed from the source sheet. Cell values, formatting, and attachments are transferred. The destination sheet must have compatible columns. Use **Get Sheet** to find row IDs in the source sheet. To copy rows instead (keeping them in the source), use **Copy Rows**. See the documentation

Move a sheet to a different workspace, folder, or home. The sheet is removed from its current location. As of 2025-12-23, destinationType is required. Use **List Sheets** to find the sheet ID. To copy a sheet instead (keeping the original), use **Copy Sheet**. See the documentation

Creates a new sheet from a template. Requires either a workspace or folder destination. Use **List Workspace Templates** to find template IDs. Use **List Workspace Options** to find workspace IDs. Use **List Folder Options** to find folder IDs. See the documentation: Create in folder, Create in workspace

Full-text search across all sheets or within a specific sheet. Returns matching rows, cells, and sheet names with context. To find a sheet by name, use **List Sheets** instead — this tool searches content within sheets. Provide a sheetId to scope the search to a single sheet, or omit it to search globally. See the documentation

Adds a comment to a thread. See the documentation

Adds a contact to a specific static list. See the documentation

MCP and AI agents: **Prefer this action** when the user wants to **leave a note on a HubSpot contact** using a **contact ID** and note text. Exposes only hubspot, contactId, and noteBody (no engagement-type step, no reloadProps, no dynamic HubSpot schema fields). Do **not** use **Create Engagement** for this workflow. For every writable note property or non-contact associations, use **Create Note** instead. See the documentation

Archives a thread (soft delete). The thread is hidden from active views but can be restored via the HubSpot UI or by listing archived threads. See the documentation

Create a batch of companies in Hubspot. See the documentation

Create or update a batch of contacts by its ID or email. See the documentation

Update a batch of companies in Hubspot. See the documentation

Upsert a batch of companies in Hubspot. See the documentation

Clone a marketing email in HubSpot. See the documentation

Clone a site page in Hubspot. See the documentation

Create a new workflow. See the documentation

Create an association (link) between two CRM records. For example, associate a contact with a company, a deal with a contact, or a ticket with a company. Common association type IDs: contact→company (1), company→contact (2), deal→contact (3), contact→deal (4), deal→company (5), company→deal (6), ticket→contact (15), contact→ticket (16), ticket→company (26), company→ticket (25). See the documentation

Create associations between objects. See the documentation

Creates a new blog post in HubSpot. See the documentation

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

Create a company in Hubspot. See the documentation

Create a contact workflow in Hubspot. See the documentation

Create a new CRM record (contact, company, deal, ticket, etc.). Pass property values as a JSON object in the properties parameter. Use **Search Properties** to discover available fields for the object type, **Get Properties** to find valid enum values (e.g. lifecyclestage, dealstage), and **List Pipelines and Stages** to find valid pipeline/stage IDs for deals and tickets. Use **List Owners** to find valid hubspot_owner_id values. See the documentation

Create a new custom object in Hubspot. See the documentation

Create a deal in Hubspot. See the documentation

Create a **task, meeting, email, call, or note** engagement with optional associations. Set **Engagement Type** and pass engagement fields in **Object Properties** (HubSpot property names, e.g. hs_note_body for notes). No reloadProps step and no **CONFIGURE_COMPONENT** requirement: association fields accept raw HubSpot IDs (use **Search CRM** or the Associations API to resolve associationType when needed). For **only** a note on a contact by ID, **Add Note to Contact** (hubspot-add-note-to-contact) is still simpler. See the documentation

Create a form in HubSpot. See the documentation

Create a landing page in Hubspot. See the documentation

Create a lead in Hubspot. See the documentation