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Salesforce + Smartsheet Integrations

How to connect Salesforce + Smartsheet

Zapier lets you send info between Salesforce and Smartsheet automatically—no code required.

When this happens...
SalesforceSalesforce
New Outbound Message

Triggers when a new outbound message is received in Salesforce.

automatically do this!
SmartsheetSmartsheet
Add Attachment to Row

Adds a file attachment to a row.

Supported triggers and actions

What does this mean?

How Salesforce + Smartsheet Integrations Work

  1. Step 1: Authenticate Salesforce + Smartsheet.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn More

Related categories

  • CRM (Customer Relationship Management)
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smartsheet logo
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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

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