Connect CrowdPass to Smartsheet
Route event data into enterprise-grade sheets with Gantt timelines, dashboards, and approval workflows
Smartsheet is where enterprise PMOs track complex, cross-functional projects — and large-scale events are exactly that. Connecting CrowdPass to Smartsheet puts real-time event data into a platform that already supports Gantt-chart timelines for multi-day conferences, automated approval workflows for vendor requests, and executive dashboards that aggregate metrics across a portfolio of events. Your PMO doesn't need to learn CrowdPass; they see event performance in the same dashboards they use for every other initiative.
Automations you can build
Registrations land in a Smartsheet that feeds into a portfolio dashboard. Use Smartsheet's row hierarchy to group attendees by ticket type, then roll up counts at the parent-row level. Automated alerts notify the event lead when registration passes predefined milestones.
Check-in rows include timestamps that feed into Smartsheet's Gantt view, giving the operations team a timeline of arrivals overlaid on the event schedule. Conditional formatting highlights late arrivals or out-of-sequence check-ins for security review.
Lead captures create rows in a sponsor deliverables sheet. Use Smartsheet's automated workflow to trigger an approval request — the sponsor relations manager reviews and approves lead quality before the data moves to the sponsor's designated contact. Update requests keep sponsors informed without giving them edit access.
How event teams use this
Enterprise event portfolio dashboard
A global events team manages 30+ events per year. Each event has a Smartsheet with CrowdPass data flowing in. A cross-sheet Smartsheet Dashboard pulls registration counts, check-in rates, and lead volumes from every event sheet into a single executive view. The VP of Events reviews this dashboard in the same place they track all other department KPIs — no new tool, no ad-hoc report requests.
Multi-day conference operations with Gantt tracking
A conference operations manager uses a Smartsheet Gantt chart to plan a four-day medical conference. Venue setup, speaker rehearsals, registration opening, and session blocks are all tasks with dependencies. CrowdPass check-in data feeds into actual-vs-planned rows, so the ops team can see whether morning registration is running behind schedule and adjust staffing for the afternoon wave. Automated alerts fire if check-in throughput drops below the planned rate.
Connect in 3 steps
No code required. Set up in under 5 minutes.
Log in to Zapier
Go to zapier.com and search for "CrowdPass" in the app directory. Connect your CrowdPass account using your API key from Settings > Integrations.
Choose your trigger
Select a CrowdPass trigger event: new registration, attendee check-in, NFC badge scan, lead capture, or form submission. Each trigger sends full attendee data.
Map your action
Choose the destination app and configure what happens. Map CrowdPass fields (name, email, ticket type, custom questions) to the app's fields. Test and activate.
Related integrations
Ready to connect CrowdPass to Smartsheet?
Schedule a demo and we'll help you set up the perfect automation for your next event.