Integrate Salesforce with Smartsheet

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Smartsheet

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

Smartsheet Integrations
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Best Salesforce and Smartsheet Integrations

  • Salesforce Integration Smartsheet Integration

    Salesforce + Smartsheet

    Add New Salesforce Leads to a Smartsheet Spreadsheet automatically Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Smartsheet Integration Add Row to Sheet
    Set up this Salesforce - Smartsheet integration and we will save you many extra hours every day. After setting up this integration, whenever a new lead is added to Salesforce, Appy Pie Connect will add a row to a Smartsheet spreadsheet. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Salesforce - Smartsheet Integration Works
    • A new lead is added in Salesforce
    • Appy Pie Connect adds a row to a Smartsheet spreadsheet.
    What You Need
    • A Salesforce account
    • A Smartsheet account
  • Salesforce Integration Smartsheet Integration

    Salesforce + Smartsheet

    Copy Workspace in Smartsheet when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Smartsheet Integration Copy Workspace
  • Salesforce Integration Smartsheet Integration

    Salesforce + Smartsheet

    Create Workspace to Smartsheet from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Smartsheet Integration Create Workspace
  • Salesforce Integration Smartsheet Integration

    Salesforce + Smartsheet

    Copy Row in Smartsheet when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Smartsheet Integration Copy Row
  • Salesforce Integration Smartsheet Integration

    Salesforce + Smartsheet

    Send Row in Smartsheet when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Smartsheet Integration Send Row
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + Smartsheet in easier way

It's easy to connect Salesforce + Smartsheet without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Attachment

    Triggers whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Smartsheet Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Smartsheet as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Smartsheet.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Smartsheet

Salesforce and Smartsheet are online platforms that are used by businesses for real-time cplaboration among employees, customers, and vendors. In this paper, I will discuss how Salesforce and Smartsheet can be integrated to provide business organizations with a platform that can be useful for day-to-day operations of the organization.

Integration of Salesforce and Smartsheet is done in a manner that takes care of the business needs of an organization in real time. Consider the fplowing scenarios where these two systems can be integrated:

Automated reminders for overdue tasks and projects can be sent to team members by Salesforce. For example, if an employee wants to send out an email reminder to his/her team regarding an upcoming project, Salesforce can be integrated to send an automated reminder by sending the employee’s manager an email.

The task of managing customer accounts across departments can be simplified with Smartsheet. For example, if a customer has been assigned to a specific sales team, all the information related to the customer must be entered in one place. This information can be captured in a spreadsheet which can also be updated by various departments. The spreadsheet can be linked to Salesforce so that it automatically updates itself when any change is made. The spreadsheet can also be used to add notes related to a specific customer.

The features available in Salesforce can be leveraged to get instant access to customer data. After integrating Salesforce and Smartsheet, if a customer brings up a problem during a meeting or calls in, the sales representative can easily check the history of the customer’s previous interactions and respve the issue quickly.

Integrating Salesforce and Smartsheet provides an organization with a platform where everyone can view and update information in real time. This reduces the need for manual work, thus saving time both for employees and customers. By integrating these two systems, organizations can ensure that their employees have access to all the information they need within a single system without compromising on security practices.

The process to integrate Salesforce and Smartsheet may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.