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Integrate Smartsheet with Salesforce

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

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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.

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.

Salesforce Integrations
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Best Smartsheet and Salesforce Integrations

  • Smartsheet Integration Salesforce Integration

    Smartsheet + Salesforce

    Create Lead from Salesforce from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Salesforce Integration Create Lead
  • Smartsheet Integration Salesforce Integration

    Smartsheet + Salesforce

    Create Custom Object from Salesforce from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Smartsheet Integration Salesforce Integration

    Smartsheet + Salesforce

    Create Contact from Salesforce from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Salesforce Integration Create Contact
  • Smartsheet Integration Salesforce Integration

    Smartsheet + Salesforce

    Update Contact in Salesforce when Updated Row is added to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Salesforce Integration Update Contact
  • Smartsheet Integration Salesforce Integration

    Smartsheet + Salesforce

    Update Custom Object in Salesforce when Updated Row is added to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Smartsheet Integration {{item.actionAppName}} Integration

    Smartsheet + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

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

How Smartsheet & Salesforce Integrations Work

  1. Step 1: Choose Smartsheet 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 Salesforce 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 Smartsheet to Salesforce.

    (2 minutes)

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

Integration of Smartsheet and Salesforce

Introduction:

Smartsheet is a cloud-based platform that allows businesses and individuals to manage projects and workflows. It combines all of your information, including spreadsheets, task lists, calendars, documents, and more, into one place. Smartsheet offers both free and paid versions. The free version is limited to five users and 10 worksheets; the paid version offers unlimited users and worksheets as well as additional features and functionality. The company was founded in 2006 and is based in Bellevue, Washington.

Salesforce is a global cloud computing company that provides a customer relationship management (CRM. platform for companies to manage their sales, marketing, service, and mobile needs. Salesforce has over 100,000 customers that are using its CRM services to connect with customers through social media, e-mail, text messaging, chat, voice calls, video calls, blogs, wikis, surveys, advertisements, communities, Web sites, and other types of electronic media.

Analysis:

The combination of Smartsheet and Salesforce can help salespeople better manage their sales process. Salesforce allows salespeople to track their sales pipeline via email correspondence with their customers. Salesforce also allows salespeople to keep track of their customers’ phone calls. Salesforce can be used by salespeople to set up meetings with their customers. Salesforce can be integrated with Smartsheet to automate the tasks associated with the sales process. For example, Smartsheet can be used to create templates for business proposals or templates for meeting minutes. By combining the capabilities of Smartsheet and Salesforce, businesses can improve their sales process by eliminating repetitive manual tasks.

Integration of Salesforce and Smartsheet:

With the integration of Salesforce and Smartsheet, salespeople can save time by automating their sales process. Instead of manually cplecting, updating, and analyzing data related to each customer sale, salespeople can use Smartsheet to automatically cplect this information. For example, when a customer signs a contract to purchase goods or services from your business, Smartsheet can automatically send an email to the supplier confirming the order. With this integration, you can avoid having to send emails repeatedly asking suppliers for updates about these orders. Similarly, if you want to set up a meeting with a customer to discuss upcoming product releases or other business matters, you can use Salesforce to automatically schedule this meeting on your calendar. This integration can save you time by automating tasks that you would normally have to do manually.

Benefits of integrating Salesforce and Smartsheet:

Businesses that integrate Salesforce and Smartsheet will benefit because they will be able to increase efficiency in their production processes. For example, if your company is responsible for producing products that require testing before they are shipped out to customers, then Smartsheet can be used to track each product as it moves through the production process. By integrating Salesforce and Smartsheet, businesses will be able to make sure that each product is tested before it reaches the shipping department; otherwise it may not be practical to ship the product out to customers. Through this integration you can make sure that your business is always providing high-quality products to its customers.

Conclusion:

Based on the information presented in this article about Smartsheet and Salesforce, we believe that it is in your organization’s best interest to integrate these two platforms and therefore we recommend that you proceed with integrating Salesforce and Smartsheet in your business.

The process to integrate Smartsheet and Salesforce 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.