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How Zapier works

Zapier makes it easy to integrate Salesforce with Smartsheet - no code necessary. See how you can get setup in minutes.

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Salesforce
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Salesforce
1. Choose trigger event
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Smartsheet
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Smartsheet
2. Choose action
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1. Select the event
Setup
Test
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Salesforce
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Create Workspace" in Smartsheet.

You’re connected!

Zapier seamlessly connects Salesforce and Smartsheet, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Frequently Asked Questions about Salesforce + Smartsheet integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Smartsheet

Can I connect Salesforce with Smartsheet without coding?

Yes, you can connect Salesforce with Smartsheet without any coding using our platform. We provide a user-friendly interface that allows you to set up triggers and actions to automate workflows between the two applications.

What are some common use cases for integrating Salesforce with Smartsheet?

Common use cases include syncing contact or lead information, updating project statuses, creating tasks in Smartsheet from Salesforce records, and reporting or analytics. Our integration allows for both scheduled or triggered actions like when a new Salesforce record is created or updated.

How do triggers work in the integration?

Triggers are events that start an automated workflow. For instance, a trigger could be a new record creation in Salesforce. Once this event occurs, it can trigger an action in Smartsheet such as adding a new row or updating an existing sheet.

Can updates in Smartsheet reflect back into Salesforce automatically?

Yes, using bi-directional sync settings available on our platform, updates made in Smartsheet can be configured to reflect back into Salesforce. This typically involves setting up specific triggers and actions to ensure data integrity and synchronization.

Is it possible to customize the fields synced between the two platforms?

Absolutely! Our integration allows you to select specific fields that you want to sync between Salesforce and Smartsheet, giving you full control over what data is transferred.

How secure is the data transfer between Salesforce and Smartsheet through your platform?

We prioritize data security by encrypting all data transfers between Salesforce and Smartsheet on our platform. Additionally, we adhere to industry-standard security protocols to protect your information.

What should I do if I encounter issues while setting up the integration?

If you encounter any issues during setup, we provide comprehensive support through tutorials and customer support services. You can reach out to our team for personalized assistance.

Practical ways you can use Salesforce and Smartsheet

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Email segmentation automation

Automatically segment marketing email subscribers based on their interactions with previous campaigns to send tailored email content.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Smartsheet on the Zapier blog

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