Salesforce + Smartsheet Integration

Integrate Salesforce to Smartsheet in one click, or tell Integrately AI how you want each record handled. Create rows, update sheets, track milestones, and keep your data synced automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated 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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Ready Workflows Ready Workflows for Salesforce + Smartsheet Integration

Capture leads, update rows, track tasks, keep sheets current, and sync project statuses, all in just one click.

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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + Smartsheet flow

Extend your workflows to notify your team, update CRM records, or track issues as data moves between Salesforce and Smartsheet. Pick a combination and activate it in one click.

Salesforce
Smartsheet
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SlackSlack (7)
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HubspotHubspot (5)
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Jira Software CloudJira Software Cloud (5)
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ZendeskZendesk (5)
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GmailGmail (5)
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Google DriveGoogle Drive (5)
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Add every new Salesforce record to Smartsheet, and notify your team instantly in Slack
New Salesforce records appear in Smartsheet automatically and your team hears about it in Slack, so nobody misses a record update.
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Add every new Salesforce lead to Smartsheet, and alert your sales channel in Slack
Every new Salesforce lead is logged in Smartsheet instantly and announced in Slack, keeping your sales team aligned without manual entry.
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When a Salesforce record is updated, update the matching Smartsheet row and post the update in Slack
Updated Salesforce records automatically refresh your Smartsheet rows and notify your team in Slack, removing manual sheet maintenance.
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If a Salesforce opportunity reaches enterprise value, add a priority row in Smartsheet and alert management in Slack
High-value Salesforce opportunities automatically create priority Smartsheet rows and notify management in Slack, ensuring rapid executive visibility.
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When a Salesforce case is closed, update the Smartsheet status row and announce it in Slack
Closed Salesforce cases automatically update your tracking sheet in Smartsheet and notify your support channel in Slack.
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Use ChatGPT to summarise every new Salesforce case, save the summary in Smartsheet, and alert your team in Slack
ChatGPT turns new Salesforce support cases into concise summaries stored in Smartsheet, with instant team notification in Slack.
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Turn every won Salesforce opportunity into a Smartsheet project row, create the kickoff task in Jira Software Cloud, and announce it in Slack
Won Salesforce deals automatically generate Smartsheet project rows, Jira tasks, and Slack announcements for seamless handoff.

Supported triggers and actions for Salesforce and Smartsheet

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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What can you automate with Salesforce + Smartsheet?

Streamline your business operations by connecting your customer data with flexible project tracking sheets.

What you can automate?
📋
Add every new Salesforce record to Smartsheet automatically
Capture customer data the moment it is created in Salesforce and log it directly into a Smartsheet row without lifting a finger.
📝
Map all custom fields from Salesforce into dedicated sheet columns
Send every submitted detail, from contact info to opportunity amounts, straight into separate Smartsheet columns for deeper analysis.
Notify your team instantly in Slack when records change
Alert project channels the moment new Salesforce records or opportunity updates arrive in Smartsheet.
🔀
Route records based on specific field criteria
Send enterprise deals to priority tracking sheets while standard leads go to general Smartsheet tables.
🔄
Keep your Smartsheet rows updated when Salesforce data changes
Automatically refresh existing Smartsheet rows whenever Salesforce records or cases are updated.
🔍
Search and update existing rows instead of creating duplicates
Check for matching records in Smartsheet before updating, preventing redundant entries across your workflow.
📉
Handle status changes like closed cases and won deals
Update Smartsheet status columns instantly when Salesforce opportunities or support cases reach final stages.
🔗
Extend your flow to Slack and other connected apps
Trigger notifications, task creation, or messages in Slack once your Salesforce and Smartsheet data sync is complete.
And much more...

Who is Salesforce + Smartsheet integration for?

Salesforce and Smartsheet integration helps operations teams, managers, and project leaders eliminate manual data entry and keep records accurate across platforms.

Operations managers
Operations managers
Sales directors
Sales directors
Account executives
Account executives
Business analysts
Business analysts
Project coordinators
Project coordinators
Support leads
Support leads
📈
Operations managers
You're tracking customer data in Salesforce but your project sheets are manually updated once a week, so the pipeline metrics you're reviewing are always outdated — with this integration, every new record lands in Smartsheet instantly and your tracking stays current.
🎯
Sales directors
You need immediate visibility when enterprise opportunities are created, but waiting for manual reports leaves you reacting too late — with this integration, every deal update flows straight into Smartsheet so you can act immediately.
🤝
Account executives
You depend on project teams to see client updates, but communication gaps cause delayed follow-ups — with this integration, every Salesforce record update automatically populates your Smartsheet tracking table.
📊
Business analysts
You need a reliable historical record of customer interactions, but manual exports keep leaving gaps in your analysis — with this integration, every Salesforce event is captured in Smartsheet without missing entries.
⚙️
Project coordinators
You own the delivery phase and depend on sales to hand over deal details, but manual handoffs cause frustrating delays — with this integration, every won opportunity creates a Smartsheet row instantly.
🎧
Support leads
You are tracking customer issues across systems, but mismatched records lead to unresolved tickets — with this integration, every Salesforce case update flows directly into your Smartsheet log.
Our team

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Why choose Integrately to automate Salesforce + Smartsheet

Build and manage your Salesforce + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Salesforce to Smartsheet?
Frequently Asked Questions
You can connect Salesforce to Smartsheet in 1 click using ready workflows on Integrately. Choose a template or ask Integrately AI to build your automation, connecting Salesforce and Smartsheet alongside apps like Slack, Hubspot, and Gmail.
Can I automatically add Salesforce leads to my Smartsheet rows?
Frequently Asked Questions
Can I connect Salesforce, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Smartsheet?
Frequently Asked Questions
How are record updates handled between Salesforce and Smartsheet?
Frequently Asked Questions
Can Smartsheet trigger updates in Salesforce automatically?
Frequently Asked Questions
Do I need coding skills to set up Salesforce and Smartsheet automation?
Frequently Asked Questions
Is the Salesforce and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Smartsheet With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
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Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, file storage, and reporting tools to keep your team aligned.