Connect Salesforce and Smartsheet to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Salesforce and Smartsheet together. Build enterprise-grade automation in minutes.

Our most popular template

Add new Salesforce leads in a Smartsheet spreadsheet
Premium
Details
Try it
Salesforce + Smartsheet
Create Salesforce records from new rows in Smartsheet
Premium
Details
Try it
Smartsheet + Salesforce
Create Salesforce contacts from updated rows in Smartsheet
Premium
Details
Try it
Smartsheet + Salesforce
Update rows in Smartsheet every time fields on records in Salesforce are updated
Premium
Details
Try it
Salesforce + Smartsheet
Update Salesforce records whenever Smartsheet rows are updated
Premium
Details
Try it
Smartsheet + Salesforce
Create new Salesforce leads from new rows in Smartsheet
Premium
Details
Try it
Smartsheet + Salesforce

Add new Salesforce leads in a Smartsheet spreadsheet

Details

Try it

Salesforce + Smartsheet

Create Salesforce records from new rows in Smartsheet

Details

Try it

Smartsheet + Salesforce

Create Salesforce contacts from updated rows in Smartsheet

Details

Try it

Smartsheet + Salesforce

Update rows in Smartsheet every time fields on records in Salesforce are updated

Details

Try it

Salesforce + Smartsheet

Update Salesforce records whenever Smartsheet rows are updated

Details

Try it

Smartsheet + Salesforce

Create new Salesforce leads from new rows in Smartsheet

Details

Try it

Smartsheet + Salesforce

Create new Smartsheet sheets from new Salesforce records
Premium
Details
Try it
Salesforce + Smartsheet
Update Smartsheet rows whenever Salesforce records are updated
Premium
Details
Try it
Salesforce + Smartsheet

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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.

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.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
- Select a Report
  Required
Trigger
Polling
Try It
- Workspace Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Source Workspace
- Source Folder
  Required
- Destination Workspace
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write
- Workspace
  Required
- New Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet ID
  Required
- Row ID
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
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
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Choose a Sheet
  Required
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Sheet
  Required
- Column
  Required
- Parent Row
Action
Write
- Destination
  Required
- Sheet to Copy
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row ID
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet ID
  Required
- Query
  Required
Action
Search

For AI agents & developers

Use Salesforce and Smartsheet with AI agents and code

Beyond Zap workflows. Call Salesforce and Smartsheet actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and Smartsheet actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Create Workspace

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and Smartsheet actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / smartsheet action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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

Connect Salesforce and Smartsheet to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Smartsheet on the Zapier blog

Make work flow with AI

Level up your Salesforce to Smartsheet integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

HelpHelp

Related categories

Spreadsheets

Similar apps

MySQL

Databases

Zoho Creator

App Builder, Zoho

Knack

Databases

Connect Salesforce and Smartsheet to power AI-driven automation

Launch your first automated workflow

Add new Salesforce leads in a Smartsheet spreadsheet

Create Salesforce records from new rows in Smartsheet

Create Salesforce contacts from updated rows in Smartsheet

Update rows in Smartsheet every time fields on records in Salesforce are updated

Update Salesforce records whenever Smartsheet rows are updated

Create new Salesforce leads from new rows in Smartsheet

Add new Salesforce leads in a Smartsheet spreadsheet

Create Salesforce records from new rows in Smartsheet

Create Salesforce contacts from updated rows in Smartsheet

Update rows in Smartsheet every time fields on records in Salesforce are updated

Update Salesforce records whenever Smartsheet rows are updated

Create new Salesforce leads from new rows in Smartsheet

Create new Smartsheet sheets from new Salesforce records

Update Smartsheet rows whenever Salesforce records are updated

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Salesforce and Smartsheet with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Salesforce and Smartsheet to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate Smartsheet on the Zapier blog

6 ways to automate Smartsheet with Zapier

Make work flow with AI

Frequently Asked Questions about Salesforce + Smartsheet integrations

Connect Salesforce to Smartsheet on the world's largest no-code automation platform