Salesforce + Smartsheet Integration

Connect Salesforce to Smartsheet in 1 click

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1.
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.

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Ready Workflows Ready Workflows   for Salesforce + Smartsheet Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Smartsheet + Salesforce Integration

Create Salesforce record for new Smartsheet row

Spreadsheets are an essential tool for organizing and analyzing data. However, many users find that they need to use multiple spreadsheets to integrate their data fully. There are many reasons to do so.

For example, a user might want to store data from different sources in different spreadsheets to keep the data organized and easy to find. Additionally, a user might want to record different types of data in separate spreadsheets to make the data more manageable.

This is where this Smartsheet - Salesforce integration comes in handy. It automatically creates a new record in a Salesforce whenever a new row is added to in Smartsheet. This would save businesses the time and effort of manually adding new data to their spreadsheets.
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Smartsheet + Salesforce Integration

Create Salesforce contact for new Smartsheet row

Automatically creating Salesforce contact records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Salesforce + Smartsheet Integration

Create Smartsheet row for new Salesforce record

Spreadsheets are an essential tool for organizing and analyzing data. However, many users find that they need to use multiple spreadsheets to integrate their data fully. There are many reasons to do so.

For example, a user might want to store data from different sources in different spreadsheets to keep the data organized and easy to find. Additionally, a user might want to record different types of data in separate spreadsheets to make the data more manageable.

This is where this Salesforce - Smartsheet integration comes in handy. It automatically creates a new row in a Smartsheet whenever a new record is added to in Salesforce. This would save businesses the time and effort of manually adding new data to their spreadsheets.
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Who Is This Integration For?

Project Managers
Project Managers
Sales Teams
Sales Teams
Operations Managers
Operations Managers
Marketing Teams
Marketing Teams
Customer Support Teams
Customer Support Teams
Project Managers
Project managers often struggle with keeping their CRM updated with the latest project data from Smartsheet. They need a way to ensure the client information they track in Smartsheet can be automatically linked to Salesforce.
Sales Teams
Sales teams often find it challenging to track customer interactions across different platforms. They need to ensure that their updates in Smartsheet about client progress are reflected in Salesforce for seamless sales tracking.
Operations Managers
Operations managers typically deal with data entered across various sheets. They find it difficult to sync operational data from Smartsheet with Salesforce to ensure everyone has the latest operational insights.
Marketing Teams
Marketing teams often have a hard time updating campaign results from Smartsheet into Salesforce. They need an integration to automatically update Salesforce with lead engagement data from campaigns tracked in Smartsheet.
Customer Support Teams
Customer support teams frequently update customer issue logs in Smartsheet. They need a solution to sync these logs automatically with Salesforce to guarantee that the support data is accessible when contacting customers.
Salesforce logo
Smartsheet logo

What Can You Automate With Salesforce + Smartsheet

Add new Smartsheet tasks to Salesforce
When you create a new task in Smartsheet, automatically add it to Salesforce as a task. This ensures that your sales and support teams stay on top of task assignments without having to manually enter tasks in Salesforce.
Sync contact updates from Smartsheet to Salesforce
Update contact information in Smartsheet and have it automatically push to Salesforce. This keeps your CRM records accurate and up-to-date without needing manual data entry.
Log Smartsheet project milestones in Salesforce
Whenever you hit a milestone in Smartsheet, log that accomplishment in Salesforce to keep everyone informed of project progress. This provides both platforms with consistent insights into project achievements.
Create Salesforce leads from Smartsheet entries
Automatically create new leads in Salesforce when you add entries to a Smartsheet. This helps you capture potential sales opportunities quickly and ensures no follow-up is missed.
Transfer customer feedback from Smartsheet to Salesforce
When you collect customer feedback in Smartsheet, have it automatically documented in Salesforce. This helps you maintain a central record of customer feedback, beneficial for improving service and product offerings.
And much more...
Automations

Top 10 Most Popular Salesforce Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
Activate
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
Activate
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
Activate
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
Activate
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
Activate
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
Activate
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
Activate
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
Activate
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
Activate
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
Activate
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
Activate
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
Activate
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
Activate
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
Activate
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
Activate
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
Activate
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
Activate
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
Activate
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
Activate
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
Activate

Top 10 Most Popular Smartsheet Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft To-Do logo
Smartsheet logo
Create Smartsheet row for new Microsoft To-Do task
02
Smartsheet logo
Asana logo
Create Asana task for new Smartsheet row
03
Elementor Forms logo
Smartsheet logo
Create Smartsheet row for new Elementor Forms form submission
04
Smartsheet logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Smartsheet row
05
Smartsheet logo
Monday.com logo
Create Monday.com item for new Smartsheet row
cloud
Smartsheet
app integration
06
Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
07
Clockify logo
Smartsheet logo
Create Smartsheet row for new Clockify time entry
08
Trello logo
Smartsheet logo
Create Smartsheet row for new Trello card
09
Smartsheet logo
Notion logo
Create Notion database item for new Smartsheet row
10
Smartsheet logo
WhatsApp logo
Send WhatsApp message for new Smartsheet row
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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You Can Also Connect Salesforce or Smartsheet With 1400+ Other Apps

Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
Smartsheet
Smartsheet
Smartsheet makes work smarter, faster and easier. With the largest ecosystem of connected apps, any team can turn data into actionable insight, make smarter decisions, and deliver better business outcomes.