
Popular Salesforce + Smartsheet Workflows


Create Smartsheet row for new Salesforce opportunity

Create Salesforce record for new Smartsheet row
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.

Create Salesforce contact for new Smartsheet row
Also, it's one less thing for you to have to remember to do manually. Win-win!

Create Salesforce account for new Smartsheet row

When Row is added in Smartsheet > Create contact in Salesforce > Create contact in Salesforce

When Row is added in Smartsheet > Create lead in Salesforce > Create lead in Salesforce

Create Smartsheet row for new Salesforce record
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.

When Row is added in Smartsheet > Create contact in Salesforce > Create opportunity in Salesforce

When Row is added in Smartsheet > Create lead in Salesforce > Create opportunity in Salesforce

When Row is added in Smartsheet > Check any condition > Create contact in Salesforce

When Row is added in Smartsheet > Check any condition > Create lead in Salesforce







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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.
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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.
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