How to Integrate Smartsheet with Outlook
- George Apostolov
How to Integrate Smartsheet with Outlook: step-by-step guide
Inside Outlook's email, tap 'Apps' to get started.
After that, click 'Get Add-Ins'.
Search for 'Smartsheet' and choose 'Smartsheet For Outlook' from the recommended matches.
Subsequently, click 'Add' to proceed.
Click the 'Apps' button one more time to establish the connection.
Following that, choose 'Smartsheet' from the available options.
Tap 'Log In' and then sign in to your active Smartsheet account.
Finally, click 'Allow' to accept the terms and grant the necessary permissions. Your Smartsheet account will be integrated immediately with Outlook.
Quick answer: To connect Smartsheet within Outlook, tap Apps, click Get Add-Ins, search for and choose Smartsheet For Outlook, and click Add. Next, click Apps, select Smartsheet, tap Log In to sign into your account, and click Allow to accept terms and grant permissions.
About this Outlook tutorial
Integrate Smartsheet into Outlook by adding the add-in, logging in to your account, and granting the necessary permissions. This guide shows how to integrate Smartsheet with Outlook in 8 steps, starting with "Inside Outlook's email, tap 'Apps' to get started" and finishing with "Finally, click 'Allow' to accept the terms and grant the necessary permissions. Your Sm...". The interactive demo above is a click-through copy of the real Outlook interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate Smartsheet with Outlook?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Outlook data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Outlook and Smartsheet. Related guides: How to Integrate SurveyMonkey with Outlook, How to Integrate Toggl with Outlook Calendar and How to Integrate Trello with Microsoft Outlook. Last reviewed 05 Oct 2026.
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