Smartsheet - Braze Integration and Automation

Common Integration Use Cases Between Smartsheet and Braze

1. Campaign Launch Planning to Braze Activation

Data flow: Smartsheet ? Braze

Marketing teams can use Smartsheet to plan campaign calendars, manage approvals, assign owners, and track launch readiness. Once a campaign reaches approved status, key details such as audience segment, offer, send date, channel, and creative links can be pushed into Braze to create or update the customer engagement campaign.

• Reduces manual re-entry of campaign details
• Improves launch coordination across marketing, creative, and operations teams
• Ensures approved campaign metadata is consistently reflected in Braze

2. Customer Segment List Management

Data flow: Bi-directional

Smartsheet can serve as the operational workspace for managing audience definitions, segment requests, and approval workflows. Braze can receive finalized segment criteria or audience lists for activation, while performance or audience status updates from Braze can be written back to Smartsheet for tracking and governance.

• Supports controlled audience governance and review processes
• Helps teams track which segments are active, pending, or retired
• Improves collaboration between CRM, analytics, and campaign teams

3. Campaign Performance Reporting and Status Tracking

Data flow: Braze ? Smartsheet

Braze campaign metrics such as sends, opens, clicks, conversions, unsubscribes, and revenue attribution can be synced into Smartsheet dashboards for consolidated reporting. This allows marketing leaders to monitor campaign performance alongside launch status, owner accountability, and planned versus actual delivery in one place.

• Creates a single operational view for campaign execution and results
• Supports weekly business reviews and portfolio reporting
• Reduces manual compilation of performance reports

4. Triggering Customer Journeys from Operational Events

Data flow: Smartsheet ? Braze

Operational teams can manage event-based triggers in Smartsheet, such as product launch milestones, service dates, membership renewals, or event registrations. When a record reaches a defined status, Smartsheet can send the trigger data to Braze to start a personalized journey or send a targeted message.

• Connects internal business processes to customer communications
• Enables timely, event-driven messaging
• Improves coordination between operations and lifecycle marketing

5. Creative Asset and Approval Workflow for Messaging Content

Data flow: Smartsheet ? Braze

Teams can manage content review, legal approval, and asset readiness in Smartsheet for Braze email, push, and in-app messaging. Once approved, the final asset links, copy references, and campaign notes can be passed to Braze so marketers can build and launch messages using the correct approved materials.

• Strengthens compliance and approval control
• Reduces risk of using outdated or unapproved content
• Improves handoffs between creative, legal, and marketing operations

6. Customer Retention Program Tracking

Data flow: Braze ? Smartsheet

Retention campaigns in Braze, such as churn prevention, win-back, onboarding, or loyalty messaging, can feed status and outcome data into Smartsheet. Program managers can then track initiative owners, target cohorts, launch dates, and results against retention goals in a structured portfolio view.

• Helps teams manage retention initiatives as formal business programs
• Makes it easier to compare campaign outcomes across cohorts
• Supports executive visibility into retention efforts

7. Cross-Team Issue Management for Campaign Operations

Data flow: Bi-directional

If a Braze campaign encounters issues such as failed sends, audience mismatches, or content errors, incident records can be created or updated in Smartsheet for assignment and resolution. Once resolved, Smartsheet can push status updates back to Braze-related operational records so campaign teams know when execution can resume.

• Improves response time for campaign execution issues
• Provides accountability across marketing operations, analytics, and technical teams
• Creates a repeatable process for managing campaign exceptions