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Set up your first integration
Quickly connect Salesforce to Smartsheet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Smartsheet - no code necessary. See how you can get setup in minutes.
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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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.
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Sales OpsSupported 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.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
